Evercore Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Evercore Wealth Management’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	$273K	Sell	4,834 -3,000	-38%	-$169K	﹤0.01%	353
2026 Q1	$444K	Sell	7,834 -5,000	-39%	-$291K	0.01%	296
2025 Q4	$735K	Sell	12,834 -1,500	-10%	-$85.7K	0.01%	248
2025 Q3	$818K	Hold	14,334	–	–	0.01%	237
2025 Q2	$815K	Buy	14,334 +5,000	+54%	+$277K	0.01%	228
2025 Q1	$533K	Hold	9,334	–	–	0.01%	268
2024 Q4	$537K	Hold	9,334	–	–	0.01%	267
2024 Q3	$555K	Hold	9,334	–	–	0.01%	264
2024 Q2	$529K	Hold	9,334	–	–	0.01%	270
2024 Q1	$540K	Hold	9,334	–	–	0.01%	270
2023 Q4	$513K	Hold	9,334	–	–	0.01%	279
2023 Q3	$500K	Sell	9,334 -1,000	-10%	-$55.1K	0.01%	272
2023 Q2	$572K	Hold	10,334	–	–	0.01%	267
2023 Q1	$564K	Buy	+10,334	New	+$561K	0.01%	265

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

Evercore Wealth Management's JEPI Position: Q2 2026 in Review

Evercore Wealth Management reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 38% in Q2 2026, selling an estimated $169K and leaving 4,834 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Evercore Wealth Management first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $818K in Q3 2025. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Evercore Wealth Management held 4,834 shares of JPMorgan Equity Premium Income ETF worth $273K as of Q2 2026.
Evercore Wealth Management sold 3,000 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $169K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Evercore Wealth Management's portfolio in Q2 2026, its #353 holding.
Evercore Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Evercore Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $818K in Q3 2025.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Evercore Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.