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Sanders Morris Harris’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Sanders Morris Harris’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 		– Sell
-16,061
Closed -$910K – 175
2026
Q1 		$910K Buy
16,061
+5,989
+59% +$348K 0.14% 127
2025
Q4 		$584K Sell
10,072
-3,622
-26% -$207K 0.9% 14
2025
Q3 		$782K Buy
13,694
+4,205
+44% +$239K 0.1% 134
2025
Q2 		$539K Sell
9,489
-2,742
-22% -$152K 0.13% 66
2025
Q1 		$698K Buy
12,231
+4,000
+49% +$233K 0.11% 123
2024
Q4 		$479K Hold
8,231
– – 0.07% 165
2024
Q3 		$490K Hold
8,231
– – 0.08% 156
2024
Q2 		$467K Sell
8,231
-2,000
-20% -$113K 0.08% 162
2024
Q1 		$592K Buy
10,231
+216
+2% +$12.2K 0.11% 140
2023
Q4 		$551K Buy
+10,015
New +$540K 0.27% 100

Other funds holding JEPI

CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFBTD
First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return
OFS
Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
CFG
Cooper Financial Group Irvine, California $1.21B AUM 28.32% 1-Year Est. Return

Sanders Morris Harris's JEPI Position: Q2 2026 in Review

Sanders Morris Harris sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q2 2026, closing a stake of 16,061 shares — an estimated $910K sold.

Sanders Morris Harris first reported a position in JEPI in Q4 2023 and held it in 10 quarters. The position peaked at $910K in Q1 2026. 256 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

  • Sanders Morris Harris reported no remaining JPMorgan Equity Premium Income ETF position as of Q2 2026 after selling out during the quarter.
  • Sanders Morris Harris sold 16,061 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $910K.
  • Sanders Morris Harris first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and held it in 10 quarters.
  • Sanders Morris Harris's JPMorgan Equity Premium Income ETF position peaked at $910K in Q1 2026.
  • 256 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Sanders Morris Harris's 13F filing for Q2 2026, filed 7 Jul 2026.