Sheets Smith Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sheets Smith Investment Management’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 Q3	$589K	Buy	+10,318	New	+$586K	0.38%	80

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

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

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

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

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

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

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

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

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

Sheets Smith Investment Management's JEPI Position: Q3 2025 in Review

Sheets Smith Investment Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025: 10,318 shares worth $589K. The stake represents 0.38% of the portfolio and ranks #80 among its holdings.

1,289 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Sheets Smith Investment Management held 10,318 shares of JPMorgan Equity Premium Income ETF worth $589K as of Q3 2025.
JPMorgan Equity Premium Income ETF was a new Sheets Smith Investment Management position in Q3 2025.
JPMorgan Equity Premium Income ETF made up 0.38% of Sheets Smith Investment Management's portfolio in Q3 2025, its #80 holding.
1,289 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Sheets Smith Investment Management's 13F filing for Q3 2025, filed 8 Oct 2025.