Triton Wealth Management, PLLC: JEPI position timeline

Triton Wealth Management, PLLC held 36,838 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-05.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 36,838 shares

   Change vs previous 13F +2,347 shares

   0.64% of the 13F portfolio, value $2,082,078.

   13F-HR 0001791126-26-000003 filed by Triton Wealth Management, PLLC
   Filed 2026-08-05 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2026-03-31

   13F 34,491 shares

   Change vs previous 13F +3,813 shares

   0.72% of the 13F portfolio, value $1,949,420.

   13F-HR 0001791126-26-000002 filed by Triton Wealth Management, PLLC
   Filed 2026-05-01 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2025-12-31

   13F 30,678 shares

   Change vs previous 13F +14,579 shares

   0.67% of the 13F portfolio, value $1,785,026.

   13F-HR 0001791126-26-000001 filed by Triton Wealth Management, PLLC
   Filed 2026-02-05 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2025-09-30

   13F 16,099 shares

   Change vs previous 13F -6,581 shares

   0.35% of the 13F portfolio, value $915,043.

   13F-HR 0001791126-25-000002 filed by Triton Wealth Management, PLLC
   Filed 2025-11-13 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2025-06-30

   13F 22,680 shares

   Change vs previous 13F not available

   0.55% of the 13F portfolio, value $1,296,623.

   13F-HR 0001085146-25-004186 filed by Triton Wealth Management, PLLC
   Filed 2025-07-28 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

   Acceptance time not in the bulk data set (spec §4.2).