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 Q3	$1.16M	Sell	20,699 -177	-0.8%	-$10.1K	0.12%	119
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Confluence Wealth Services Mcmurray, Pennsylvania $3.81B AUM 14.14% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Allworth Financial Folsom, California $28.2B AUM 13.34% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

TritonPoint Wealth's JEPI Position: Q3 2026 in Review

TritonPoint Wealth reduced its JPMorgan Equity Premium Income ETF (JEPI) stake by 0.85% in Q3 2026, selling an estimated $10.1K and leaving 20,699 shares worth $1.16M. The position accounts for 0.12% of the portfolio, ranked #119.

TritonPoint Wealth first reported a position in JEPI in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q1 2026. 916 funds tracked by Wall St. Rank hold JEPI as of Q3 2026.

TritonPoint Wealth held 20,699 shares of JPMorgan Equity Premium Income ETF worth $1.16M as of Q3 2026.
TritonPoint Wealth sold 177 JPMorgan Equity Premium Income ETF shares in Q3 2026, an estimated $10.1K.
JPMorgan Equity Premium Income ETF made up 0.12% of TritonPoint Wealth's portfolio in Q3 2026, its #119 holding.
TritonPoint Wealth first reported a position in JPMorgan Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's JPMorgan Equity Premium Income ETF position peaked at $1.19M in Q1 2026.
916 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.