Scheeler Financial’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Scheeler Financial’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 Q3	$811K	Buy	+14,423	New	+$823K	0.61%	26

Other funds holding JEPI

Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return

Traynor Capital Management Malvern, Pennsylvania $2.17B AUM 49.16% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Kathmere Capital Management Wayne, Pennsylvania $2.07B AUM 20.3% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Nottingham Advisors Amherst, New York $817M AUM 8.22% 1-Year Est. Return

First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return

Oakworth Capital Birmingham, Alabama $2.12B AUM 16.07% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Scheeler Financial's JEPI Position: Q3 2026 in Review

Scheeler Financial opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 14,423 shares worth $811K. The stake represents 0.61% of the portfolio and ranks #26 among its holdings.

675 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Scheeler Financial held 14,423 shares of JPMorgan Equity Premium Income ETF worth $811K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new Scheeler Financial position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.61% of Scheeler Financial's portfolio in Q3 2026, its #26 holding.
675 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Scheeler Financial's 13F filing for Q3 2026, filed 13 Oct 2026.