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 Q2	$1.18M	Sell	20,876 -93	-0.4%	-$5.25K	0.12%	121
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 $1.89T 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

TritonPoint Wealth's JEPI Position: Q2 2026 in Review

TritonPoint Wealth reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.44% in Q2 2026, selling an estimated $5.25K and leaving 20,876 shares worth $1.18M. The position accounts for 0.12% of the portfolio, ranked #121.

TritonPoint Wealth first reported a position in JEPI in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.19M in Q1 2026. 1,415 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

TritonPoint Wealth held 20,876 shares of JPMorgan Equity Premium Income ETF worth $1.18M as of Q2 2026.
TritonPoint Wealth sold 93 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $5.25K.
JPMorgan Equity Premium Income ETF made up 0.12% of TritonPoint Wealth's portfolio in Q2 2026, its #121 holding.
TritonPoint Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 11 quarters since.
TritonPoint Wealth's JPMorgan Equity Premium Income ETF position peaked at $1.19M in Q1 2026.
1,415 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on TritonPoint Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.