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

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

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. 1,411 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.
1,411 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.