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

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

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. 1,409 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.
1,409 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.