Chilton Investment Company’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Chilton Investment Company’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 Q1	$953K	Buy	+16,813	New	+$978K	0.02%	161
2025 Q3	–	Sell	-5,308	Closed	-$302K	–	280
2025 Q2	$302K	Hold	5,308	–	–	0.01%	190
2025 Q1	$303K	Hold	5,308	–	–	0.01%	174
2024 Q4	$305K	Buy	5,308 +785	+17%	+$46.6K	0.01%	159
2024 Q3	$269K	Buy	+4,523	New	+$260K	0.01%	172

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

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

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

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

Chilton Investment Company's JEPI Position: Q1 2026 in Review

Chilton Investment Company opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q1 2026: 16,813 shares worth $953K. The stake represents 0.02% of the portfolio and ranks #161 among its holdings. This is a return to the name: Chilton Investment Company previously reported a position in JEPI as recently as Q2 2025.

Chilton Investment Company first reported a position in JEPI in Q3 2024 and has held it in 5 quarters since. 1,406 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Chilton Investment Company held 16,813 shares of JPMorgan Equity Premium Income ETF worth $953K as of Q1 2026.
JPMorgan Equity Premium Income ETF was a new Chilton Investment Company position in Q1 2026.
JPMorgan Equity Premium Income ETF made up 0.02% of Chilton Investment Company's portfolio in Q1 2026, its #161 holding.
Chilton Investment Company first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 5 quarters since.
1,406 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Chilton Investment Company's 13F filing for Q1 2026, filed 15 May 2026.