Jeppson Wealth Management
EPD icon

Jeppson Wealth Management’s Enterprise Products Partners EPD Stock Holding History

Jeppson Wealth 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
Q3 		$474K Hold
13,300
– – 0.14% 147
2026
Q2 		$489K Sell
13,300
-109
-0.8% -$4.11K 0.14% 143
2026
Q1 		$507K Sell
13,409
-290
-2% -$10.3K 0.16% 122
2025
Q4 		$439K Sell
13,699
-1,466
-10% -$46.4K 0.14% 134
2025
Q3 		$474K Buy
15,165
+5
+0% +$158 0.15% 127
2025
Q2 		$470K Buy
15,160
+1,580
+12% +$49.2K 0.16% 126
2025
Q1 		$464K Buy
13,580
+669
+5% +$22.3K 0.17% 122
2024
Q4 		$405K Sell
12,911
-150
-1% -$4.61K 0.15% 133
2024
Q3 		$380K Sell
13,061
-40
-0.3% -$1.17K 0.14% 143
2024
Q2 		$380K Buy
13,101
+200
+2% +$5.74K 0.14% 136
2024
Q1 		$376K Buy
12,901
+50
+0.4% +$1.37K 0.15% 142
2023
Q4 		$339K Sell
12,851
-1,801
-12% -$48K 0.14% 148
2023
Q3 		$401K Buy
14,652
+2,075
+16% +$55.5K 0.18% 121
2023
Q2 		$331K Buy
12,577
+2,070
+20% +$54.1K 0.14% 143
2023
Q1 		$272K Sell
10,507
-153
-1% -$3.93K 0.12% 157
2022
Q4 		$257K Sell
10,660
-1,105
-9% -$27.2K 0.11% 166
2022
Q3 		$280K Buy
11,765
+800
+7% +$20.6K 0.13% 148
2022
Q2 		$267K Buy
+10,965
New +$288K 0.11% 149
2020
Q4 		– Sell
-2,125
Closed -$34K – 226
2020
Q3 		$34K Buy
+2,125
New +$37.2K 0.03% 261

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UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Hamlin Capital Management
Hamlin Capital Management New York $4.04B AUM 11.59% 1-Year Est. Return
Chickasaw Capital Management
Chickasaw Capital Management Memphis, Tennessee $2.79B AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Paralel Advisors
Paralel Advisors Denver, Colorado $2.47B AUM 9.07% 1-Year Est. Return
Miller Howard Investments
Miller Howard Investments Kingston, New York $3.72B AUM 18.2% 1-Year Est. Return

Jeppson Wealth Management's EPD Position: Q3 2026 in Review

Jeppson Wealth Management held its Enterprise Products Partners (EPD) position steady in Q3 2026 at 13,300 shares worth $474K. The position accounts for 0.14% of the portfolio, ranked #147.

Jeppson Wealth Management first reported a position in EPD in Q3 2020 and has held it in 19 quarters since. The position peaked at $507K in Q1 2026. 1,111 funds tracked by Wall St. Rank hold EPD as of Q3 2026.

  • Jeppson Wealth Management held 13,300 shares of Enterprise Products Partners worth $474K as of Q3 2026.
  • Jeppson Wealth Management left its Enterprise Products Partners share count unchanged in Q3 2026.
  • Enterprise Products Partners made up 0.14% of Jeppson Wealth Management's portfolio in Q3 2026, its #147 holding.
  • Jeppson Wealth Management first reported a position in Enterprise Products Partners in Q3 2020 and has held it in 19 quarters since.
  • Jeppson Wealth Management's Enterprise Products Partners position peaked at $507K in Q1 2026.
  • 1,111 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.