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Beaird Harris Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Beaird Harris Wealth Management’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 		$147K Hold
2,594
– – 0.01% 170
2026
Q1 		$147K Hold
2,594
– – 0.01% 153
2025
Q4 		$148K Hold
2,594
– – 0.01% 158
2025
Q3 		$148K Hold
2,594
– – 0.01% 151
2025
Q2 		$147K Hold
2,594
– – 0.01% 147
2025
Q1 		$148K Hold
2,594
– – 0.01% 141
2024
Q4 		$149K Hold
2,594
– – 0.01% 142
2024
Q3 		$154K Hold
2,594
– – 0.01% 146
2024
Q2 		$147K Buy
2,594
+1,934
+293% +$109K 0.01% 141
2024
Q1 		$38.2K Buy
+660
New +$37.2K ﹤0.01% 220
2022
Q1 		– Sell
-101
Closed -$6K – 660
2021
Q4 		$6K Buy
+101
New +$6.22K ﹤0.01% 452

Other funds holding JEPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Beaird Harris Wealth Management's JEPI Position: Q2 2026 in Review

Beaird Harris Wealth Management held its JPMorgan Equity Premium Income ETF (JEPI) position steady in Q2 2026 at 2,594 shares worth $147K. The position accounts for 0.01% of the portfolio, ranked #170.

Beaird Harris Wealth Management first reported a position in JEPI in Q4 2021 and has held it in 11 quarters since. The position peaked at $154K in Q3 2024. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Beaird Harris Wealth Management held 2,594 shares of JPMorgan Equity Premium Income ETF worth $147K as of Q2 2026.
  • Beaird Harris Wealth Management left its JPMorgan Equity Premium Income ETF share count unchanged in Q2 2026.
  • JPMorgan Equity Premium Income ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #170 holding.
  • Beaird Harris Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2021 and has held it in 11 quarters since.
  • Beaird Harris Wealth Management's JPMorgan Equity Premium Income ETF position peaked at $154K in Q3 2024.
  • 256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.