JFS Wealth Advisors’s Enterprise Products Partners EPD Stock Holding History

JFS Wealth Advisors’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	$4.52M	Buy	123,018 +110	+0.1%	+$4.15K	0.23%	70
2026 Q1	$4.65M	Hold	122,908	–	–	0.26%	68
2025 Q4	$3.94M	Sell	122,908 -3,650	-3%	-$115K	0.22%	70
2025 Q3	$3.96M	Buy	126,558 +2,500	+2%	+$78.9K	0.23%	68
2025 Q2	$3.85M	Buy	124,058 +50	+0%	+$1.56K	0.24%	66
2025 Q1	$4.23M	Sell	124,008 -2,066	-2%	-$68.8K	0.29%	58
2024 Q4	$3.95M	Sell	126,074 -1,330	-1%	-$40.9K	0.27%	60
2024 Q3	$3.71M	Sell	127,404 -912	-0.7%	-$26.6K	0.25%	65
2024 Q2	$3.72M	Sell	128,316 -1,605	-1%	-$46K	0.29%	53
2024 Q1	$3.79M	Sell	129,921 -558	-0.4%	-$15.3K	0.3%	53
2023 Q4	$3.44M	Sell	130,479 -4,000	-3%	-$107K	0.29%	54
2023 Q3	$3.68M	Sell	134,479 -835	-0.6%	-$22.3K	0.35%	49
2023 Q2	$3.57M	Hold	135,314	–	–	0.32%	51
2023 Q1	$3.5M	Hold	135,314	–	–	0.33%	52
2022 Q4	$3.26M	Hold	135,314	–	–	0.32%	54
2022 Q3	$3.22M	Sell	135,314 -1,211	-0.9%	-$31.2K	0.35%	48
2022 Q2	$3.33M	Sell	136,525 -746	-0.5%	-$19.6K	0.35%	49
2022 Q1	$3.54M	Hold	137,271	–	–	0.33%	57
2021 Q4	$3.01M	Sell	137,271 -647	-0.5%	-$14.5K	0.28%	71
2021 Q3	$2.98M	Sell	137,918 -1,834	-1%	-$41.7K	0.31%	65
2021 Q2	$3.37M	Sell	139,752 -5,240	-4%	-$124K	0.5%	39
2021 Q1	$3.19M	Sell	144,992 -200	-0.1%	-$4.4K	0.65%	37
2020 Q4	$2.84M	Sell	145,192 -5,725	-4%	-$107K	0.6%	40
2020 Q3	$2.38M	Sell	150,917 -12,541	-8%	-$220K	0.57%	44
2020 Q2	$2.97M	Sell	163,458 -625	-0.4%	-$11.2K	0.77%	31
2020 Q1	$2.35M	Sell	164,083 -8,800	-5%	-$204K	0.7%	36
2019 Q4	$4.87M	Sell	172,883 -3,167	-2%	-$85.8K	1.2%	20
2019 Q3	$5.03M	Hold	176,050	–	–	1.28%	20
2019 Q2	$5.08M	Sell	176,050 -200	-0.1%	-$5.76K	1.29%	19
2019 Q1	$5.13M	Hold	176,250	–	–	1.34%	19
2018 Q4	$4.33M	Buy	176,250 +2,416	+1%	+$64.7K	1.16%	22
2018 Q3	$4.99M	Sell	173,834 -1,139	-0.7%	-$32.9K	1.29%	20
2018 Q2	$4.84M	Sell	174,973 -3,890	-2%	-$106K	1.27%	21
2018 Q1	$4.38M	Sell	178,863 -2,074	-1%	-$55.2K	1.16%	22
2017 Q4	$4.8M	Buy	180,937 +6,425	+4%	+$163K	1.17%	22
2017 Q3	$4.55M	Sell	174,512 -2,225	-1%	-$58.8K	1.18%	21
2017 Q2	$4.79M	Sell	176,737 -8,911	-5%	-$241K	1.31%	20
2017 Q1	$5.02M	Hold	185,648	–	–	1.36%	18
2016 Q4	$5.02M	Buy	185,648 +964	+0.5%	+$25.1K	1.36%	18
2016 Q3	$5.1M	Sell	184,684 -18,650	-9%	-$515K	1.46%	15
2016 Q2	$5.95M	Sell	203,334 -4,200	-2%	-$113K	1.64%	12
2016 Q1	$5.11M	Sell	207,534 -417	-0.2%	-$9.71K	1.51%	14
2015 Q4	$5.32M	Sell	207,951 -2,210	-1%	-$57.4K	1.53%	15
2015 Q3	$5.23M	Buy	210,161 +4,936	+2%	+$137K	2.3%	9
2015 Q2	$6.13M	Sell	205,225 -8,705	-4%	-$285K	3.15%	8
2015 Q1	$7.04M	Sell	213,930 -2,500	-1%	-$83.8K	3.3%	7
2014 Q4	$7.82M	Buy	216,430 +1,210	+0.6%	+$44.7K	1.24%	8
2014 Q3	$8.67M	Sell	215,220 -4,460	-2%	-$175K	1.52%	7
2014 Q2	$8.6M	Sell	219,680 -8,902	-4%	-$328K	1.57%	7
2014 Q1	$7.93M	Sell	228,582 -2,000	-0.9%	-$66.3K	4.39%	5
2013 Q4	$7.64M	Sell	230,582 -10,812	-4%	-$337K	3.33%	9
2013 Q3	$7.37M	Sell	241,394 -6,300	-3%	-$193K	3.44%	9
2013 Q2	$7.7M	Buy	+247,694	New	+$7.5M	3.86%	7

Other funds holding EPD

ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

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 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

JFS Wealth Advisors's EPD Position: Q2 2026 in Review

JFS Wealth Advisors increased its Enterprise Products Partners (EPD) stake by 0.09% in Q2 2026, buying an estimated $4.15K and bringing the position to 123,018 shares worth $4.52M. The position accounts for 0.23% of the portfolio, ranked #70.

JFS Wealth Advisors first reported a position in EPD in Q2 2013 and has held it in 53 quarters since. The position peaked at $8.67M in Q3 2014. 1,586 funds tracked by Wall St. Rank hold EPD as of Q2 2026.

JFS Wealth Advisors held 123,018 shares of Enterprise Products Partners worth $4.52M as of Q2 2026.
JFS Wealth Advisors bought 110 Enterprise Products Partners shares in Q2 2026, an estimated $4.15K.
Enterprise Products Partners made up 0.23% of JFS Wealth Advisors's portfolio in Q2 2026, its #70 holding.
JFS Wealth Advisors first reported a position in Enterprise Products Partners in Q2 2013 and has held it in 53 quarters since.
JFS Wealth Advisors's Enterprise Products Partners position peaked at $8.67M in Q3 2014.
1,586 funds tracked by Wall St. Rank held Enterprise Products Partners as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.