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
2026 Q3	$454K	Buy	+8,082	New	+$461K	0.02%	168
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

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 Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

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

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 San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Heck Capital Advisors's JEPI Position: Q3 2026 in Review

Heck Capital Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 8,082 shares worth $454K. The stake represents 0.02% of the portfolio and ranks #168 among its holdings. This is a return to the name: Heck Capital Advisors previously reported a position in JEPI as recently as Q2 2025.

Heck Capital Advisors first reported a position in JEPI in Q4 2023 and has held it in 8 quarters since. 226 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Heck Capital Advisors held 8,082 shares of JPMorgan Equity Premium Income ETF worth $454K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Heck Capital Advisors position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of Heck Capital Advisors's portfolio in Q3 2026, its #168 holding.
Heck Capital Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 8 quarters since.
226 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Heck Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.