55 North Private Wealth’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

55 North Private Wealth’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	-4,617	Closed	-$262K	–	314
2026 Q1	$262K	Buy	+4,617	New	+$269K	0.07%	159

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

55 North Private Wealth's JEPI Position: Q2 2026 in Review

55 North Private Wealth sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 4,617 shares — an estimated $262K sold.

55 North Private Wealth first reported a position in JEPI in Q1 2026 and held it in 1 quarter. The position peaked at $262K in Q1 2026. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

55 North Private Wealth reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
55 North Private Wealth sold 4,617 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $262K.
55 North Private Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and held it in 1 quarter.
55 North Private Wealth's JPMorgan Equity Premium Income ETF position peaked at $262K in Q1 2026.
1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.