Harvest Investment Services’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Harvest Investment Services’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 Q1	$514K	Sell	9,074 -1,912	-17%	-$111K	0.09%	200
2025 Q4	$629K	Buy	10,986 +1,346	+14%	+$76.9K	0.12%	174
2025 Q3	$550K	Buy	9,640 +580	+6%	+$32.9K	0.11%	182
2025 Q2	$515K	Buy	9,060 +5,141	+131%	+$285K	0.12%	190
2025 Q1	$224K	Sell	3,919 -3,536	-47%	-$206K	0.06%	241
2024 Q4	$429K	Buy	7,455 +2,565	+52%	+$152K	0.11%	184
2024 Q3	$291K	Buy	+4,890	New	+$281K	0.09%	180

Other funds holding JEPI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Harvest Investment Services's JEPI Position: Q1 2026 in Review

Harvest Investment Services reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 17% in Q1 2026, selling an estimated $111K and leaving 9,074 shares worth $514K. The position accounts for 0.09% of the portfolio, ranked #200.

Harvest Investment Services first reported a position in JEPI in Q3 2024 and has held it in 7 quarters since. The position peaked at $629K in Q4 2025. 1,404 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Harvest Investment Services held 9,074 shares of JPMorgan Equity Premium Income ETF worth $514K as of Q1 2026.
Harvest Investment Services sold 1,912 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $111K.
JPMorgan Equity Premium Income ETF made up 0.09% of Harvest Investment Services's portfolio in Q1 2026, its #200 holding.
Harvest Investment Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 7 quarters since.
Harvest Investment Services's JPMorgan Equity Premium Income ETF position peaked at $629K in Q4 2025.
1,404 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Harvest Investment Services's 13F filing for Q1 2026, filed 15 May 2026.