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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management

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

Raymond James Financial

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return