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

TritonPoint Wealth’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	$1.19M	Buy	20,969 +1,902	+10%	+$111K	0.13%	116
2025 Q4	$1.1M	Sell	19,067 -509	-3%	-$29.1K	0.11%	120
2025 Q3	$1.12M	Sell	19,576 -1,181	-6%	-$67.1K	0.1%	147
2025 Q2	$1.18M	Buy	20,757 +1,786	+9%	+$98.9K	0.11%	143
2025 Q1	$1.08M	Buy	18,971 +4,799	+34%	+$280K	0.1%	150
2024 Q4	$821K	Buy	14,172 +939	+7%	+$55.8K	0.07%	172
2024 Q3	$786K	Buy	13,233 +1,285	+11%	+$73.9K	0.07%	170
2024 Q2	$677K	Buy	11,948 +2,343	+24%	+$133K	0.07%	172
2024 Q1	$497K	Buy	9,605 +643	+7%	+$36.2K	0.05%	204
2023 Q4	$497K	Buy	+8,962	New	+$483K	0.05%	215

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 $2.42B AUM 17.68% 1-Year Est. Return

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

TritonPoint Wealth's JEPI Position: Q1 2026 in Review

TritonPoint Wealth increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 10% in Q1 2026, buying an estimated $111K and bringing the position to 20,969 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #116.

TritonPoint Wealth first reported a position in JEPI in Q4 2023 and has held it in 10 quarters since. 1,405 funds tracked by Wall St. Rank hold JEPI as of Q1 2026.

TritonPoint Wealth held 20,969 shares of JPMorgan Equity Premium Income ETF worth $1.19M as of Q1 2026.
TritonPoint Wealth bought 1,902 JPMorgan Equity Premium Income ETF shares in Q1 2026, an estimated $111K.
JPMorgan Equity Premium Income ETF made up 0.13% of TritonPoint Wealth's portfolio in Q1 2026, its #116 holding.
TritonPoint Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
1,405 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2026.

Based on TritonPoint Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.