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

Sheaff Brock 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	$235K	Buy	+4,119	New	+$240K	0.02%	367

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

Sheaff Brock Investment Advisors's JEPI Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025: 4,119 shares worth $235K. The stake represents 0.02% of the portfolio and ranks #367 among its holdings.

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

Sheaff Brock Investment Advisors held 4,119 shares of JPMorgan Equity Premium Income ETF worth $235K as of Q1 2025.
JPMorgan Equity Premium Income ETF was a new Sheaff Brock Investment Advisors position in Q1 2025.
JPMorgan Equity Premium Income ETF made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #367 holding.
1,263 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.