Choate Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Choate Investment Advisors’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	$420K	Hold	7,435	–	–	0.01%	347
2026 Q1	$421K	Hold	7,435	–	–	0.01%	323
2025 Q4	$426K	Hold	7,435	–	–	0.01%	329
2025 Q3	$425K	Hold	7,435	–	–	0.01%	305
2025 Q2	$423K	Sell	7,435 -1,858	-20%	-$103K	0.01%	289
2025 Q1	$531K	Buy	9,293 +5,718	+160%	+$333K	0.01%	249
2024 Q4	$206K	Hold	3,575	–	–	﹤0.01%	385
2024 Q3	$213K	Hold	3,575	–	–	0.01%	366
2024 Q2	$203K	Hold	3,575	–	–	0.01%	361
2024 Q1	$207K	Buy	+3,575	New	+$201K	0.01%	389
2023 Q4	–	Sell	-3,575	Closed	-$191K	–	418
2023 Q3	$191K	Hold	3,575	–	–	0.01%	356
2023 Q2	$198K	Buy	+3,575	New	+$195K	0.01%	286

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

Choate Investment Advisors's JEPI Position: Q2 2026 in Review

Choate Investment Advisors held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 7,435 shares worth $420K. The position accounts for 0.01% of the portfolio, ranked #347.

Choate Investment Advisors first reported a position in JEPI in Q2 2023 and has held it in 12 quarters since. The position peaked at $531K in Q1 2025. 1,412 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Choate Investment Advisors held 7,435 shares of JPMorgan Equity Premium Income ETF worth $420K as of Q2 2026.
Choate Investment Advisors left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #347 holding.
Choate Investment Advisors first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 12 quarters since.
Choate Investment Advisors's JPMorgan Equity Premium Income ETF position peaked at $531K in Q1 2025.
1,412 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.