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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

AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $42.5B AUM 18.19% 1-Year Est. Return
EIP
Energy Income Partners Westport, Connecticut $6.36B AUM 17.8% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
KACA
Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 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. 1,589 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.
  • 1,589 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.