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 Q2	$475K	Sell	8,415 -659	-7%	-$37.2K	0.07%	240
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 $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harvest Investment Services's JEPI Position: Q2 2026 in Review

Harvest Investment Services reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.3% in Q2 2026, selling an estimated $37.2K and leaving 8,415 shares worth $475K. The position accounts for 0.07% of the portfolio, ranked #240.

Harvest Investment Services first reported a position in JEPI in Q3 2024 and has held it in 8 quarters since. The position peaked at $629K in Q4 2025. 1,417 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Harvest Investment Services held 8,415 shares of JPMorgan Equity Premium Income ETF worth $475K as of Q2 2026.
Harvest Investment Services sold 659 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $37.2K.
JPMorgan Equity Premium Income ETF made up 0.07% of Harvest Investment Services's portfolio in Q2 2026, its #240 holding.
Harvest Investment Services first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and has held it in 8 quarters since.
Harvest Investment Services's JPMorgan Equity Premium Income ETF position peaked at $629K in Q4 2025.
1,417 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Harvest Investment Services's 13F filing for Q2 2026, filed 14 Aug 2026.