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Showing 8 of 19 quarters

Position history for NORTHWESTERN MUTUAL WEALTH MANAGEMENT CONORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's holdings in JPMORGAN EQUITY PREMIUM INCO

NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO holds 2.7M shares of JEPI (JPMORGAN EQUITY PREMIUM INCO), worth $151M as of 2026-Q2. The position was increased (+1.3% shares). JEPI represents 0.1% of NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO's portfolio.

Current Value

$151M

Current Shares

2.7M

Total Value Change

+$1.7M

Total Shares Change

+165,447

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.7M
+1.3%
$151M0.1%$55.73
31
2026-Q1
Decreased
2.6M
-12.1%
$149.6M0.1%$54.70
0
2025-Q4
Increased
3M
+2.5%
$171.9M0.1%$54.60
37
2025-Q3
Decreased
2.9M
-4.4%
$167.4M0.1%$55.16
0
2025-Q2
Increased
3.1M
+1.0%
$174.2M0.1%$53.79
37
2025-Q1
Increased
3M
+7.1%
$173.4M0.1%$52.44
39
2024-Q4
Increased
2.8M
+12.9%
$162.9M0.1%$52.68
41
2024-Q3
Increased
2.5M
+17.6%
$149.2M0.1%$52.94
42

Other major holders of JEPI: MORGAN STANLEY

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