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Garrison Bradford & Associates’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Garrison Bradford & Associates’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 		$356K Sell
6,186
-869
-12% -$49.1K 0.39% 31
2026
Q1 		$400K Buy
+7,055
New +$410K 0.45% 31

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

Garrison Bradford & Associates's JEPI Position: Q2 2026 in Review

Garrison Bradford & Associates reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 12% in Q2 2026, selling an estimated $49.1K and leaving 6,186 shares worth $356K. The position accounts for 0.39% of the portfolio, ranked #31.

Garrison Bradford & Associates first reported a position in JEPI in Q1 2026 and has held it in 2 quarters since. The position peaked at $400K in Q1 2026. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Garrison Bradford & Associates held 6,186 shares of JPMorgan Equity Premium Income ETF worth $356K as of Q2 2026.
  • Garrison Bradford & Associates sold 869 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $49.1K.
  • JPMorgan Equity Premium Income ETF made up 0.39% of Garrison Bradford & Associates's portfolio in Q2 2026, its #31 holding.
  • Garrison Bradford & Associates first reported a position in JPMorgan Equity Premium Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Garrison Bradford & Associates's JPMorgan Equity Premium Income ETF position peaked at $400K in Q1 2026.
  • 1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Garrison Bradford & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.