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

WhitTier 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	$916K	Sell	16,105 -2,896	-15%	-$164K	0.02%	320
2026 Q1	$1.08M	Buy	19,001 +554	+3%	+$32.2K	0.02%	291
2025 Q4	$1.07M	Buy	18,447 +1,500	+9%	+$85.7K	0.02%	284
2025 Q3	$966K	Buy	16,947 +401	+2%	+$22.8K	0.02%	292
2025 Q2	$940K	Buy	16,546 +15,042	+1,000%	+$833K	0.02%	318
2025 Q1	$85.9K	Buy	1,504 +1,000	+198%	+$58.3K	﹤0.01%	646
2024 Q4	$29K	Hold	504	–	–	﹤0.01%	868
2024 Q3	$30K	Sell	504 -1	-0.2%	-$58	﹤0.01%	861
2024 Q2	$28.6K	Sell	505 -211	-29%	-$11.9K	﹤0.01%	820
2024 Q1	$41.4K	Buy	716 +367	+105%	+$20.7K	﹤0.01%	720
2023 Q4	$19.2K	Buy	+349	New	+$18.8K	﹤0.01%	850

Other funds holding JEPI

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

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CWS

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

WhitTier Trust Company's JEPI Position: Q2 2026 in Review

WhitTier Trust Company reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q2 2026, selling an estimated $164K and leaving 16,105 shares worth $916K. The position accounts for 0.02% of the portfolio, ranked #320.

WhitTier Trust Company first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.08M in Q1 2026. 992 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

WhitTier Trust Company held 16,105 shares of JPMorgan Equity Premium Income ETF worth $916K as of Q2 2026.
WhitTier Trust Company sold 2,896 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $164K.
JPMorgan Equity Premium Income ETF made up 0.02% of WhitTier Trust Company's portfolio in Q2 2026, its #320 holding.
WhitTier Trust Company first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
WhitTier Trust Company's JPMorgan Equity Premium Income ETF position peaked at $1.08M in Q1 2026.
992 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.