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

Triumph Capital Management’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 Q2	$2.39M	Buy	38,878 +1,742	+5%	+$103K	0.43%	51
2026 Q1	$2.06M	Buy	37,136 +20,098	+118%	+$1.16M	0.42%	52
2025 Q4	$990K	Buy	17,038 +3,288	+24%	+$191K	0.21%	101
2025 Q3	$791K	Buy	13,750 +695	+5%	+$38.6K	0.21%	107
2025 Q2	$710K	Sell	13,055 -347	-3%	-$17.9K	0.21%	114
2025 Q1	$694K	Sell	13,402 -547	-4%	-$30.5K	0.23%	112
2024 Q4	$786K	Sell	13,949 -278	-2%	-$15.6K	0.27%	91
2024 Q3	$781K	Sell	14,227 -3,535	-20%	-$190K	0.28%	88
2024 Q2	$986K	Buy	+17,762	New	+$955K	0.39%	63

Other funds holding JEPQ

AAA

Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

JRFS

James Reed Financial Services Cleveland, Ohio $131M AUM 17.9% 1-Year Est. Return

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

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

CSP

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

PAM

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

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

Triumph Capital Management increased its JPMorgan Nasdaq Equity Premium Income ETF (JEPQ) stake by 4.7% in Q2 2026, buying an estimated $103K and bringing the position to 38,878 shares worth $2.39M. The position accounts for 0.43% of the portfolio, ranked #51.

Triumph Capital Management first reported a position in JEPQ in Q2 2024 and has held it in 9 quarters since. 250 funds tracked by Wall St. Rank hold JEPQ as of Q2 2026.

Triumph Capital Management held 38,878 shares of JPMorgan Nasdaq Equity Premium Income ETF worth $2.39M as of Q2 2026.
Triumph Capital Management bought 1,742 JPMorgan Nasdaq Equity Premium Income ETF shares in Q2 2026, an estimated $103K.
JPMorgan Nasdaq Equity Premium Income ETF made up 0.43% of Triumph Capital Management's portfolio in Q2 2026, its #51 holding.
Triumph Capital Management first reported a position in JPMorgan Nasdaq Equity Premium Income ETF in Q2 2024 and has held it in 9 quarters since.
250 funds tracked by Wall St. Rank held JPMorgan Nasdaq Equity Premium Income ETF as of Q2 2026.

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