JBR Co Financial Management’s Enterprise Products Partners EPD Stock Holding History

JBR Co Financial Management’s Portfolio EPD Stock Details EPD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.14M	Sell	31,025 -586	-2%	-$22.1K	0.42%	54
2026 Q1	$1.01M	Hold	31,611	–	–	0.42%	54
2025 Q4	$1.01M	Sell	31,611 -3,836	-11%	-$121K	0.42%	54
2025 Q3	$1.11M	Buy	35,447 +27,410	+341%	+$865K	0.47%	50
2025 Q2	$249K	Hold	8,037	–	–	0.12%	103
2025 Q1	$274K	Buy	+8,037	New	+$268K	0.16%	98

Other funds holding EPD

HCM

Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return

CCM

Chickasaw Capital Management Memphis, Tennessee $2.78B AUM 20.87% 1-Year Est. Return

Fractal Investments Glastonbury, Connecticut $867M AUM 23.63% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

NCM

Northside Capital Management Hood River, Oregon $1.22B AUM 20.77% 1-Year Est. Return

Tetrad Corporation Omaha, Nebraska $1.05B AUM 4.93% 1-Year Est. Return

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JBR Co Financial Management's EPD Position: Q2 2026 in Review

JBR Co Financial Management reduced its Enterprise Products Partners (EPD) stake by 1.9% in Q2 2026, selling an estimated $22.1K and leaving 31,025 shares worth $1.14M. The position accounts for 0.42% of the portfolio, ranked #54.

JBR Co Financial Management first reported a position in EPD in Q1 2025 and has held it in 6 quarters since. 527 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

JBR Co Financial Management held 31,025 shares of Enterprise Products Partners worth $1.14M as of Q2 2026.
JBR Co Financial Management sold 586 Enterprise Products Partners shares in Q2 2026, an estimated $22.1K.
Enterprise Products Partners made up 0.42% of JBR Co Financial Management's portfolio in Q2 2026, its #54 holding.
JBR Co Financial Management first reported a position in Enterprise Products Partners in Q1 2025 and has held it in 6 quarters since.
527 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on JBR Co Financial Management's 13F filing for Q2 2026, filed 9 Jul 2026.