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 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

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

TCM

Traynor Capital Management Malvern, Pennsylvania $2.18B AUM 62.36% 1-Year Est. Return

FWM

Foguth Wealth Management Brighton, Michigan $879M AUM

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

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

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

Harbor Asset Planning's JEPI Position: Q2 2026 in Review

Harbor Asset Planning reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 22% in Q2 2026, selling an estimated $157K and leaving 9,860 shares worth $557K. The position accounts for 0.42% of the portfolio, ranked #55.

Harbor Asset Planning first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. The position peaked at $787K in Q2 2025. 499 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Harbor Asset Planning held 9,860 shares of JPMorgan Equity Premium Income ETF worth $557K as of Q2 2026.
Harbor Asset Planning sold 2,784 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $157K.
JPMorgan Equity Premium Income ETF made up 0.42% of Harbor Asset Planning's portfolio in Q2 2026, its #55 holding.
Harbor Asset Planning first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
Harbor Asset Planning's JPMorgan Equity Premium Income ETF position peaked at $787K in Q2 2025.
499 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Harbor Asset Planning's 13F filing for Q2 2026, filed 22 Jul 2026.