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

TritonPoint Wealth’s Portfolio JEPQ Stock Details JEPQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$815K	Sell	14,681 -1,090	-7%	-$63K	0.09%	135
2025 Q4	$926K	Buy	15,771 +310	+2%	+$18K	0.09%	128
2025 Q3	$889K	Buy	15,461 +637	+4%	+$35.4K	0.08%	162
2025 Q2	$806K	Buy	14,824 +624	+4%	+$32.2K	0.07%	173
2025 Q1	$735K	Buy	14,200 +2,617	+23%	+$146K	0.07%	180
2024 Q4	$658K	Sell	11,583 -680	-6%	-$38.2K	0.06%	182
2024 Q3	$672K	Buy	12,263 +1,579	+15%	+$84.7K	0.06%	179
2024 Q2	$593K	Buy	10,684 +2,109	+25%	+$113K	0.06%	184
2024 Q1	$276K	Buy	8,575 +3,090	+56%	+$161K	0.03%	271
2023 Q4	$276K	Buy	+5,485	New	+$265K	0.03%	278

Other funds holding JEPQ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

TritonPoint Wealth's JEPQ Position: Q1 2026 in Review

TritonPoint Wealth reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 6.9% in Q1 2026, selling an estimated $63K and leaving 14,681 shares worth $815K. The position accounts for 0.09% of the portfolio, ranked #135.

TritonPoint Wealth first reported a position in JEPQ in Q4 2023 and has held it in 10 quarters since. The position peaked at $926K in Q4 2025. 963 funds tracked by Wall St. Rank hold JEPQ as of Q1 2026.

TritonPoint Wealth held 14,681 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $815K as of Q1 2026.
TritonPoint Wealth sold 1,090 JPMorgan Nasdaq Equity Premium Income ETF shares in Q1 2026, an estimated $63K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.09% of TritonPoint Wealth's portfolio in Q1 2026, its #135 holding.
TritonPoint Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 10 quarters since.
TritonPoint Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $926K in Q4 2025.
963 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q1 2026.

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