Washington Trust’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Washington Trust’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	$728K	Buy	12,891 +5,053	+64%	+$285K	0.02%	184
2026 Q1	$444K	Buy	+7,838	New	+$456K	0.02%	217
2025 Q2	–	Sell	-1,270	Closed	-$72.6K	–	499
2025 Q1	$72.6K	Buy	+1,270	New	+$74K	﹤0.01%	363
2023 Q3	–	Sell	-144	Closed	-$7.97K	–	917
2023 Q2	$7.97K	Buy	+144	New	+$7.86K	﹤0.01%	669

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

Washington Trust's JEPI Position: Q2 2026 in Review

Washington Trust increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 64% in Q2 2026, buying an estimated $285K and bringing the position to 12,891 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #184.

Washington Trust first reported a position in JEPI in Q2 2023 and has held it in 4 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Washington Trust held 12,891 shares of JPMorgan Equity Premium Income ETF worth $728K as of Q2 2026.
Washington Trust bought 5,053 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $285K.
JPMorgan Equity Premium Income ETF made up 0.02% of Washington Trust's portfolio in Q2 2026, its #184 holding.
Washington Trust first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 4 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Washington Trust's 13F filing for Q2 2026, filed 3 Aug 2026.