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Disclosery

TritonPoint Partners, LLC: JEPI position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TritonPoint Partners, LLC on JEPI, newest first. How the timeline and the estimate are built.

TritonPoint Partners, LLC held 43,989 JEPI shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 43,989 shares
    Change vs previous 13F +8,108 shares

    0.11% of the 13F portfolio, value $2,484,550.

    13F-HR 0002111167-26-000003 filed by TritonPoint Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 20,876 shares
    • TritonPoint Partners, LLC: 23,113 shares

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

  2. period ended2026-03-31
    13F 35,881 shares
    Change vs previous 13F +16,814 shares

    0.17% of the 13F portfolio, value $2,033,737.

    13F-HR 0002008171-26-000003 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

    • TRITONPOINT WEALTH, LLC: 20,969 shares
    • TritonPoint Partners, LLC: 14,912 shares

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

  3. period ended2025-12-31
    13F 19,067 shares
    Change vs previous 13F -509 shares

    0.11% of the 13F portfolio, value $1,099,538.

    13F-HR 0002008171-26-000001 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 19,576 shares
    Change vs previous 13F -1,181 shares

    0.1% of the 13F portfolio, value $1,117,790.

    13F-HR 0002008171-25-000008 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,757 shares
    Change vs previous 13F +1,786 shares

    0.11% of the 13F portfolio, value $1,180,035.

    13F-HR 0002008171-25-000004 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 18,971 shares
    Change vs previous 13F +4,799 shares

    0.1% of the 13F portfolio, value $1,084,003.

    13F-HR 0002008171-25-000003 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 14,172 shares
    Change vs previous 13F +939 shares

    0.07% of the 13F portfolio, value $820,910.

    13F-HR 0002008171-25-000002 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 13,233 shares
    Change vs previous 13F not available

    0.07% of the 13F portfolio, value $786,173.

    13F-HR 0002008171-24-000005 filed by TRITONPOINT WEALTH, LLC
    Filed (acceptance time not in the bulk data set), ingested

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