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Newman Dignan & Sheerar Inc’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Newman Dignan & Sheerar Inc’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 		$294K Buy
5,213
+79
+2% +$4.46K 0.06% 167
2026
Q1 		$291K Buy
5,134
+67
+1% +$3.9K 0.06% 167
2025
Q4 		$290K Buy
5,067
+456
+10% +$26K 0.06% 163
2025
Q3 		$263K Buy
+4,611
New +$262K 0.06% 160

Other funds holding JEPI

CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
TCM
Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return
FWM
Foguth Wealth Management Brighton, Michigan $879M AUM
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
OC
Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CE
Cornerstone Enterprises Appleton, Wisconsin $219M AUM 20.01% 1-Year Est. Return

Newman Dignan & Sheerar Inc's JEPI Position: Q2 2026 in Review

Newman Dignan & Sheerar Inc increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.5% in Q2 2026, buying an estimated $4.46K and bringing the position to 5,213 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #167.

Newman Dignan & Sheerar Inc first reported a position in JEPI in Q3 2025 and has held it in 4 quarters since. 430 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Newman Dignan & Sheerar Inc held 5,213 shares of JPMorgan Equity Premium Income ETF worth $294K as of Q2 2026.
  • Newman Dignan & Sheerar Inc bought 79 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $4.46K.
  • JPMorgan Equity Premium Income ETF made up 0.06% of Newman Dignan & Sheerar Inc's portfolio in Q2 2026, its #167 holding.
  • Newman Dignan & Sheerar Inc first reported a position in JPMorgan Equity Premium Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 430 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Newman Dignan & Sheerar Inc's 13F filing for Q2 2026, filed 14 Jul 2026.