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Nalls Sherbakoff Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Nalls Sherbakoff Group’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
Q2 		– Sell
-2,184
Closed -$124K – 403
2026
Q1 		$124K Buy
2,184
+1,089
+99% +$63.4K 0.09% 125
2025
Q4 		$62.7K Hold
1,095
– – 0.05% 180
2025
Q3 		$62.5K Buy
+1,095
New +$62.2K 0.04% 187

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Nalls Sherbakoff Group's JEPI Position: Q2 2026 in Review

Nalls Sherbakoff Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 2,184 shares — an estimated $124K sold.

Nalls Sherbakoff Group first reported a position in JEPI in Q3 2025 and held it in 3 quarters. The position peaked at $124K in Q1 2026. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Nalls Sherbakoff Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Nalls Sherbakoff Group sold 2,184 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $124K.
  • Nalls Sherbakoff Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and held it in 3 quarters.
  • Nalls Sherbakoff Group's JPMorgan Equity Premium Income ETF position peaked at $124K in Q1 2026.
  • 1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.