Triton Wealth Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Triton Wealth Management’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	$2.08M	Buy	36,838 +2,347	+7%	+$133K	0.64%	26
2026 Q1	$1.95M	Buy	34,491 +3,813	+12%	+$222K	0.72%	27
2025 Q4	$1.79M	Buy	30,678 +14,579	+91%	+$832K	0.67%	28
2025 Q3	$915K	Sell	16,099 -6,581	-29%	-$374K	0.35%	41
2025 Q2	$1.3M	Buy	+22,680	New	+$1.26M	0.55%	24

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

Triton Wealth Management's JEPI Position: Q2 2026 in Review

Triton Wealth Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 6.8% in Q2 2026, buying an estimated $133K and bringing the position to 36,838 shares worth $2.08M. The position accounts for 0.64% of the portfolio, ranked #26.

Triton Wealth Management first reported a position in JEPI in Q2 2025 and has held it in 5 quarters since. 1,407 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Triton Wealth Management held 36,838 shares of JPMorgan Equity Premium Income ETF worth $2.08M as of Q2 2026.
Triton Wealth Management bought 2,347 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $133K.
JPMorgan Equity Premium Income ETF made up 0.64% of Triton Wealth Management's portfolio in Q2 2026, its #26 holding.
Triton Wealth Management first reported a position in JPMorgan Equity Premium Income ETF in Q2 2025 and has held it in 5 quarters since.
1,407 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Triton Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.