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Mowery & Schoenfeld Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Mowery & Schoenfeld Wealth Management’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
Q2 		– Sell
-511
Closed -$29.2K – 434
2025
Q1 		$29.2K Buy
+511
New +$29.8K 0.06% 174

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Mowery & Schoenfeld Wealth Management's JEPI Position: Q2 2025 in Review

Mowery & Schoenfeld Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2025, closing a stake of 511 shares — an estimated $29.2K sold.

Mowery & Schoenfeld Wealth Management first reported a position in JEPI in Q1 2025 and held it in 1 quarter. The position peaked at $29.2K in Q1 2025. 1,283 funds tracked by Wall St. Rank hold JEPI as of Q2 2025.

  • Mowery & Schoenfeld Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2025 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 511 JPMorgan Equity Premium Income ETF shares in Q2 2025, an estimated $29.2K.
  • Mowery & Schoenfeld Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and held it in 1 quarter.
  • Mowery & Schoenfeld Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $29.2K in Q1 2025.
  • 1,283 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2025.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.