Harbor Asset Planning’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Harbor Asset Planning’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 Q3	$562K	Buy	10,002 +142	+1%	+$8.1K	0.42%	54
2026 Q2	$557K	Sell	9,860 -2,784	-22%	-$157K	0.42%	55
2026 Q1	$717K	Sell	12,644 -1,097	-8%	-$63.8K	0.6%	41
2025 Q4	$787K	Buy	13,741 +1,106	+9%	+$63.2K	0.67%	39
2025 Q3	$722K	Sell	12,635 -1,204	-9%	-$68.4K	0.65%	40
2025 Q2	$787K	Buy	+13,839	New	+$767K	0.75%	36

Other funds holding JEPI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Harbor Asset Planning's JEPI Position: Q3 2026 in Review

Harbor Asset Planning increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 1.4% in Q3 2026, buying an estimated $8.1K and bringing the position to 10,002 shares worth $562K. The position accounts for 0.42% of the portfolio, ranked #54.

Harbor Asset Planning first reported a position in JEPI in Q2 2025 and has held it in 6 quarters since. The position peaked at $787K in Q2 2025. 1,040 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

Harbor Asset Planning held 10,002 shares of JPMorgan Equity Premium Income ETF worth $562K as of Q3 2026.
Harbor Asset Planning bought 142 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $8.1K.
JPMorgan Equity Premium Income ETF made up 0.42% of Harbor Asset Planning's portfolio in Q3 2026, its #54 holding.
Harbor Asset Planning first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 6 quarters since.
Harbor Asset Planning's JPMorgan Equity Premium Income ETF position peaked at $787K in Q2 2025.
1,040 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on Harbor Asset Planning's 13F filing for Q3 2026, filed 23 Oct 2026.