SG
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Sherry Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sherry Group’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 		$359K Buy
6,390
+2,590
+68% +$148K 0.34% 40
2026
Q2 		$214K Buy
+3,800
New +$215K 0.21% 48

Other funds holding JEPI

HC
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.39B AUM 15.59% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.26B AUM 21.18% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
IPAM
Investment Partners Asset Management Metuchen, New Jersey $186M AUM 19.73% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
SFGP
Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return
IFS
Integrated Financial Solutions Reston, Virginia $195M AUM 46.13% 1-Year Est. Return

Sherry Group's JEPI Position: Q3 2026 in Review

Sherry Group increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 68% in Q3 2026, buying an estimated $148K and bringing the position to 6,390 shares worth $359K. The position accounts for 0.34% of the portfolio, ranked #40.

Sherry Group first reported a position in JEPI in Q2 2026 and has held it in 2 quarters since. 67 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

  • Sherry Group held 6,390 shares of JPMorgan Equity Premium Income ETF worth $359K as of Q3 2026.
  • Sherry Group bought 2,590 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $148K.
  • JPMorgan Equity Premium Income ETF made up 0.34% of Sherry Group's portfolio in Q3 2026, its #40 holding.
  • Sherry Group first reported a position in JPMorgan Equity Premium Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 67 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Sherry Group's 13F filing for Q3 2026, filed 9 Oct 2026.