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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
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 $1.66T 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Nalls Sherbakoff Group's JEPI Position: Q4 2025 in Review

Nalls Sherbakoff Group held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q4 2025 at 1,095 shares worth $62.7K. The position accounts for 0.05% of the portfolio, ranked #180.

Nalls Sherbakoff Group first reported a position in JEPI in Q3 2025 and has held it in 2 quarters since. 1,382 funds tracked by Wall St. Rank hold JEPI as of Q4 2025.

  • Nalls Sherbakoff Group held 1,095 shares of JPMorgan Equity Premium Income ETF worth $62.7K as of Q4 2025.
  • Nalls Sherbakoff Group left its JPMorgan Equity Premium Income ETF share count unchanged in Q4 2025.
  • JPMorgan Equity Premium Income ETF made up 0.05% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #180 holding.
  • Nalls Sherbakoff Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,382 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.