William Mack & Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

William Mack & Associates’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	$37.1K	Buy	+660	New	+$37.6K	0.01%	277

Other funds holding JEPI

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

RiverFront Investment Group Richmond, Virginia $8.06B AUM 17.38% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

William Mack & Associates's JEPI Position: Q3 2026 in Review

William Mack & Associates opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q3 2026: 660 shares worth $37.1K. The stake represents 0.01% of the portfolio and ranks #277 among its holdings.

1,269 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

William Mack & Associates held 660 shares of JPMorgan Equity Premium Income ETF worth $37.1K as of Q3 2026.
JPMorgan Equity Premium Income ETF was a new William Mack & Associates position in Q3 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of William Mack & Associates's portfolio in Q3 2026, its #277 holding.
1,269 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on William Mack & Associates's 13F filing for Q3 2026, filed 27 Oct 2026.