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Sherman Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sherman Wealth 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
2026
Q2 		– Sell
-11,098
Closed -$629K – 85
2026
Q1 		$629K Buy
11,098
+1,933
+21% +$112K 0.54% 40
2025
Q4 		$525K Buy
+9,165
New +$523K 0.46% 47

Other funds holding JEPI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Sherman Wealth Management's JEPI Position: Q2 2026 in Review

Sherman Wealth Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 11,098 shares — an estimated $629K sold.

Sherman Wealth Management first reported a position in JEPI in Q4 2025 and held it in 2 quarters. The position peaked at $629K in Q1 2026. 1,042 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Sherman Wealth Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sherman Wealth Management sold 11,098 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $629K.
  • Sherman Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2025 and held it in 2 quarters.
  • Sherman Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $629K in Q1 2026.
  • 1,042 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.