Perkins Coie Trust Company’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Perkins Coie Trust Company’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	$10.6M	Buy	187,367 +8,531	+5%	+$482K	1.75%	16
2026 Q1	$10.1M	Buy	178,836 +15,717	+10%	+$914K	1.95%	11
2025 Q4	$9.34M	Buy	163,119 +23,427	+17%	+$1.34M	1.74%	14
2025 Q3	$7.97M	Buy	139,692 +46,521	+50%	+$2.64M	1.5%	18
2025 Q2	$5.3M	Buy	93,171 +78,686	+543%	+$4.36M	0.9%	28
2025 Q1	$828K	Buy	+14,485	New	+$844K	0.19%	68

Other funds holding JEPI

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Perkins Coie Trust Company's JEPI Position: Q2 2026 in Review

Perkins Coie Trust Company increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 4.8% in Q2 2026, buying an estimated $482K and bringing the position to 187,367 shares worth $10.6M. The position accounts for 1.75% of the portfolio, ranked #16.

Perkins Coie Trust Company first reported a position in JEPI in Q1 2025 and has held it in 6 quarters since. 658 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Perkins Coie Trust Company held 187,367 shares of JPMorgan Equity Premium Income ETF worth $10.6M as of Q2 2026.
Perkins Coie Trust Company bought 8,531 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $482K.
JPMorgan Equity Premium Income ETF made up 1.75% of Perkins Coie Trust Company's portfolio in Q2 2026, its #16 holding.
Perkins Coie Trust Company first reported a position in JPMorgan Equity Premium Income ETF in Q1 2025 and has held it in 6 quarters since.
658 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Perkins Coie Trust Company's 13F filing for Q2 2026, filed 9 Jul 2026.