Highland Investment Advisors’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Highland Investment Advisors’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	$19.2K	Buy	+340	New	+$19.2K	0.01%	286

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Highland Investment Advisors's JEPI Position: Q2 2026 in Review

Highland Investment Advisors opened a new position in JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026: 340 shares worth $19.2K. The stake represents 0.01% of the portfolio and ranks #286 among its holdings.

1,366 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Highland Investment Advisors held 340 shares of JPMorgan Equity Premium Income ETF worth $19.2K as of Q2 2026.
JPMorgan Equity Premium Income ETF was a new Highland Investment Advisors position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Highland Investment Advisors's portfolio in Q2 2026, its #286 holding.
1,366 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Highland Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.