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 Q3	$822K	Sell	13,413 -726	-5%	-$43.3K	0.08%	142
2026 Q2	$869K	Sell	14,139 -542	-4%	-$32.2K	0.09%	140
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 $1.96T AUM 27.49% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

TritonPoint Wealth's JEPQ Position: Q3 2026 in Review

TritonPoint Wealth reduced its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 5.1% in Q3 2026, selling an estimated $43.3K and leaving 13,413 shares worth $822K. The position accounts for 0.08% of the portfolio, ranked #142.

TritonPoint Wealth first reported a position in JEPQ in Q4 2023 and has held it in 12 quarters since. The position peaked at $926K in Q4 2025. 954 funds tracked by Wall St. Rank hold JEPQ as of Q3 2026.

TritonPoint Wealth held 13,413 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $822K as of Q3 2026.
TritonPoint Wealth sold 726 JPMorgan Nasdaq Equity Premium Income ETF shares in Q3 2026, an estimated $43.3K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.08% of TritonPoint Wealth's portfolio in Q3 2026, its #142 holding.
TritonPoint Wealth first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's JPMorgan Nasdaq Equity Premium Income ETF position peaked at $926K in Q4 2025.
954 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q3 2026.

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