Heck Capital Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Heck Capital Advisors’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
2025 Q3	–	Sell	-3,648	Closed	-$207K	–	197
2025 Q2	$207K	Buy	3,648 +16	+0.4%	+$886	0.02%	174
2025 Q1	$208K	Sell	3,632 -585	-14%	-$34.1K	0.02%	154
2024 Q4	$243K	Buy	4,217 +3,802	+916%	+$226K	0.01%	245
2024 Q3	$24.7K	Buy	415 +100	+32%	+$5.75K	﹤0.01%	176
2024 Q2	$17.9K	Buy	315 +292	+1,270%	+$16.5K	﹤0.01%	180
2024 Q1	$1.33K	Hold	23	–	–	﹤0.01%	194
2023 Q4	$1.26K	Buy	+23	New	+$1.24K	﹤0.01%	188

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Heck Capital Advisors's JEPI Position: Q3 2025 in Review

Heck Capital Advisors sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 3,648 shares — an estimated $207K sold.

Heck Capital Advisors first reported a position in JEPI in Q4 2023 and held it in 7 quarters. The position peaked at $243K in Q4 2024. 1,292 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Heck Capital Advisors reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Heck Capital Advisors sold 3,648 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $207K.
Heck Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 7 quarters.
Heck Capital Advisors's JPMorgan Equity Premium Income ETF position peaked at $243K in Q4 2024.
1,292 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Heck Capital Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.