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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Triad Wealth Partners's JEPI Position: Q1 2026 in Review

Triad Wealth Partners increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 7.8% in Q1 2026, buying an estimated $119K and bringing the position to 28,257 shares worth $1.6M. The position accounts for 0.13% of the portfolio, ranked #121.

Triad Wealth Partners first reported a position in JEPI in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.82M in Q3 2025. 1,403 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

Triad Wealth Partners held 28,257 shares of JPMorgan Equity Premium Income ETF worth $1.6M as of Q1 2026.
Triad Wealth Partners bought 2,049 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $119K.
JPMorgan Equity Premium Income ETF made up 0.13% of Triad Wealth Partners's portfolio in Q1 2026, its #121 holding.
Triad Wealth Partners first reported a position in JPMorgan Equity Premium Income ETF in Q1 2024 and has held it in 8 quarters since.
Triad Wealth Partners's JPMorgan Equity Premium Income ETF position peaked at $1.82M in Q3 2025.
1,403 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.