GW&K Investment Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

GW&K Investment 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	$0	Buy	+3	New	+$169	﹤0.01%	1103

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

GW&K Investment Management's JEPI Position: Q2 2026 in Review

GW&K Investment Management opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 3 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #1103 among its holdings.

1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

GW&K Investment Management held 3 shares of JPMorgan Equity Premium Income ETF worth $0 as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new GW&K Investment Management position in Q2 2026.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of GW&K Investment Management's portfolio in Q2 2026, its #1103 holding.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on GW&K Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.