Triumph Capital Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Triumph Capital Management’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	$2.59M	Buy	45,894 +6,148	+15%	+$347K	0.47%	47
2026 Q1	$2.25M	Buy	39,746 +7,130	+22%	+$415K	0.46%	44
2025 Q4	$1.87M	Sell	32,616 -1,507	-4%	-$86K	0.4%	49
2025 Q3	$1.95M	Buy	34,123 +1,418	+4%	+$80.5K	0.52%	45
2025 Q2	$1.86M	Sell	32,705 -1,169	-3%	-$64.8K	0.56%	38
2025 Q1	$1.94M	Sell	33,874 -13,361	-28%	-$778K	0.64%	32
2024 Q4	$2.72M	Buy	47,235 +6,981	+17%	+$415K	0.93%	25
2024 Q3	$2.4M	Sell	40,254 -1,145	-3%	-$65.9K	0.85%	25
2024 Q2	$2.35M	Sell	41,399 -7,497	-15%	-$424K	0.92%	23
2024 Q1	$2.82M	Buy	48,896 +7,661	+19%	+$432K	1.15%	18
2023 Q4	$2.28M	Sell	41,235 -16,781	-29%	-$905K	0.97%	22
2023 Q3	$3.11M	Buy	58,016 +2,643	+5%	+$146K	1.41%	15
2023 Q2	$3.06M	Buy	55,373 +32,624	+143%	+$1.78M	1.39%	17
2023 Q1	$1.24M	Buy	+22,749	New	+$1.23M	0.63%	32

Other funds holding JEPI

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIC

Sterling Investment Counsel Buffalo, New York $425M AUM 28.28% 1-Year Est. Return

Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

OFS

Orrstown Financial Services Harrisburg, Pennsylvania $674M AUM 23.23% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Triumph Capital Management's JEPI Position: Q2 2026 in Review

Triumph Capital Management increased its JPMorgan Equity Premium Income ETF (JEPI) stake by 15% in Q2 2026, buying an estimated $347K and bringing the position to 45,894 shares worth $2.59M. The position accounts for 0.47% of the portfolio, ranked #47.

Triumph Capital Management first reported a position in JEPI in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.11M in Q3 2023. 318 funds tracked by Wall St. Rank hold JEPI as of Q2 2026.

Triumph Capital Management held 45,894 shares of JPMorgan Equity Premium Income ETF worth $2.59M as of Q2 2026.
Triumph Capital Management bought 6,148 JPMorgan Equity Premium Income ETF shares in Q2 2026, an estimated $347K.
JPMorgan Equity Premium Income ETF made up 0.47% of Triumph Capital Management's portfolio in Q2 2026, its #47 holding.
Triumph Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q1 2023 and has held it in 14 quarters since.
Triumph Capital Management's JPMorgan Equity Premium Income ETF position peaked at $3.11M in Q3 2023.
318 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.