Triad Wealth Partners’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Triad Wealth Partners’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	$727K	Sell	12,683 -15,574	-55%	-$880K	0.04%	249
2026 Q1	$1.6M	Buy	28,257 +2,049	+8%	+$119K	0.13%	121
2025 Q4	$1.5M	Sell	26,208 -5,666	-18%	-$324K	0.14%	106
2025 Q3	$1.82M	Buy	31,874 +19,325	+154%	+$1.1M	0.23%	73
2025 Q2	$713K	Buy	12,549 +5,432	+76%	+$301K	0.14%	110
2025 Q1	$407K	Sell	7,117 -1,759	-20%	-$102K	0.13%	121
2024 Q4	$511K	Buy	+8,876	New	+$527K	0.18%	88
2024 Q3	–	Sell	-7,587	Closed	-$430K	–	487
2024 Q2	$430K	Buy	7,587 +2,567	+51%	+$145K	0.23%	44
2024 Q1	$290K	Buy	+5,020	New	+$283K	0.22%	44

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Triad Wealth Partners's JEPI Position: Q2 2026 in Review

Triad Wealth Partners reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 55% in Q2 2026, selling an estimated $880K and leaving 12,683 shares worth $727K. The position accounts for 0.04% of the portfolio, ranked #249.

Triad Wealth Partners first reported a position in JEPI in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.82M in Q3 2025. 1,409 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Triad Wealth Partners held 12,683 shares of JPMorgan Equity Premium Income ETF worth $727K as of Q2 2026.
Triad Wealth Partners sold 15,574 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $880K.
JPMorgan Equity Premium Income ETF made up 0.04% of Triad Wealth Partners's portfolio in Q2 2026, its #249 holding.
Triad Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 9 quarters since.
Triad Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $1.82M in Q3 2025.
1,409 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.