Schechter Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Schechter Investment 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
2025 Q1	$692K	Buy	+12,106	New	+$705K	0.06%	296

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Schechter Investment Advisors's JEPI Position: Q1 2025 in Review

Schechter Investment Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025: 12,106 shares worth $692K. The stake represents 0.06% of the portfolio and ranks #296 among its holdings.

1,263 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

Schechter Investment Advisors held 12,106 shares of JPMorgan Equity Premium Income ETF worth $692K as of Q1 2025.
JPMorgan Equity Premium Income ETF was a new Schechter Investment Advisors position in Q1 2025.
JPMorgan Equity Premium Income ETF made up 0.06% of Schechter Investment Advisors's portfolio in Q1 2025, its #296 holding.
1,263 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.