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B.A. Schrock Wealth Management, Inc.’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio JEPI Stock Details JEPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.93M Buy
+123,828
New +$7.06M 2.53% 8

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Davenport & Co
Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $667M AUM 15.8% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $171M AUM 13.19% 1-Year Est. Return
RWM
Rezny Wealth Management Fort Myers, Florida $582M AUM 25.57% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 10.45% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s JEPI Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 123,828 shares worth $6.93M. The stake represents 2.53% of the portfolio and ranks #8 among its holdings.

222 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • B.A. Schrock Wealth Management, Inc. held 123,828 shares of JPMorgan Equity Premium Income ETF worth $6.93M as of Q3 2026.
  • JPMorgan Equity Premium Income ETF was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
  • JPMorgan Equity Premium Income ETF made up 2.53% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #8 holding.
  • 222 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.