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Bull Harbor Capital’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Bull Harbor Capital’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 		$492K Buy
8,713
+2,435
+39% +$138K 0.1% 296
2026
Q1 		$356K Buy
+6,278
New +$365K 0.1% 304

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bull Harbor Capital's JEPI Position: Q2 2026 in Review

Bull Harbor Capital increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 39% in Q2 2026, buying an estimated $138K and bringing the position to 8,713 shares worth $492K. The position accounts for 0.1% of the portfolio, ranked #296.

Bull Harbor Capital first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. 1,408 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Bull Harbor Capital held 8,713 shares of JPMorgan Equity Premium Income ETF worth $492K as of Q2 2026.
  • Bull Harbor Capital bought 2,435 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $138K.
  • JPMorgan Equity Premium Income ETF made up 0.1% of Bull Harbor Capital's portfolio in Q2 2026, its #296 holding.
  • Bull Harbor Capital first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,408 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Bull Harbor Capital's 13F filing for Q2 2026, filed 10 Aug 2026.