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

Whittier 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	$18.5K	Buy	326 +276	+552%	+$15.6K	﹤0.01%	1044
2026 Q1	$2.83K	Buy	50 +5	+11%	+$291	﹤0.01%	1253
2025 Q4	$2.61K	Hold	45	–	–	﹤0.01%	1271
2025 Q3	$2.57K	Hold	45	–	–	﹤0.01%	1281
2025 Q2	$2.56K	Buy	+45	New	+$2.49K	﹤0.01%	1394
2024 Q4	–	Sell	-1,810	Closed	-$108K	–	1580
2024 Q3	$108K	Buy	+1,810	New	+$104K	﹤0.01%	775
2023 Q4	–	Sell	-912	Closed	-$48.8K	–	1592
2023 Q3	$48.8K	Hold	912	–	–	﹤0.01%	930
2023 Q2	$50.5K	Buy	+912	New	+$49.8K	﹤0.01%	929

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

Whittier Trust's JEPI Position: Q2 2026 in Review

Whittier Trust increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 552% in Q2 2026, buying an estimated $15.6K and bringing the position to 326 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1044.

Whittier Trust first reported a position in JEPI in Q2 2023 and has held it in 8 quarters since. The position peaked at $108K in Q3 2024. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Whittier Trust held 326 shares of JPMorgan Equity Premium Income ETF worth $18.5K as of Q2 2026.
Whittier Trust bought 276 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $15.6K.
JPMorgan Equity Premium Income ETF made up ﹤0.01% of Whittier Trust's portfolio in Q2 2026, its #1044 holding.
Whittier Trust first reported a position in JPMorgan Equity Premium Income ETF in Q2 2023 and has held it in 8 quarters since.
Whittier Trust's JPMorgan Equity Premium Income ETF position peaked at $108K in Q3 2024.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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