Eastern Bank’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Eastern Bank’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	$9.64M	Buy	170,656 +39,019	+30%	+$2.2M	0.15%	103
2026 Q1	$7.46M	Sell	131,637 -6,170	-4%	-$359K	0.13%	114
2025 Q4	$7.89M	Sell	137,807 -1,784	-1%	-$102K	0.14%	100
2025 Q3	$7.97M	Buy	139,591 +3,541	+3%	+$201K	0.14%	93
2025 Q2	$7.73M	Buy	136,050 +18,745	+16%	+$1.04M	0.15%	92
2025 Q1	$6.7M	Sell	117,305 -14,346	-11%	-$836K	0.13%	103
2024 Q4	$7.57M	Sell	131,651 -9,846	-7%	-$585K	0.14%	115
2024 Q3	$8.42M	Buy	+141,497	New	+$8.14M	0.15%	122

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

Eastern Bank's JEPI Position: Q2 2026 in Review

Eastern Bank increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 30% in Q2 2026, buying an estimated $2.2M and bringing the position to 170,656 shares worth $9.64M. The position accounts for 0.15% of the portfolio, ranked #103.

Eastern Bank first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Eastern Bank held 170,656 shares of JPMorgan Equity Premium Income ETF worth $9.64M as of Q2 2026.
Eastern Bank bought 39,019 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $2.2M.
JPMorgan Equity Premium Income ETF made up 0.15% of Eastern Bank's portfolio in Q2 2026, its #103 holding.
Eastern Bank first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Eastern Bank's 13F filing for Q2 2026, filed 1 Jul 2026.