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

Highland Investment Advisors LLC’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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

CBU

CIBC Bancorp USA Chicago, Illinois $82.3B AUM

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

Highland Investment Advisors LLC 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.

1,252 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Highland Investment Advisors LLC 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 LLC position in Q2 2026.
JPMorgan Equity Premium Income ETF made up 0.01% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #286 holding.
1,252 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

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