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Luts & Greenleigh Group’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Luts & Greenleigh Group’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
2024
Q4 		– Sell
-3,409
Closed -$203K – 80
2024
Q3 		$203K Buy
+3,409
New +$196K 0.19% 82

Other funds holding JEPI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Luts & Greenleigh Group's JEPI Position: Q4 2024 in Review

Luts & Greenleigh Group sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024, closing a stake of 3,409 shares — an estimated $203K sold.

Luts & Greenleigh Group first reported a position in JEPI in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 1,257 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

  • Luts & Greenleigh Group reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Luts & Greenleigh Group sold 3,409 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $203K.
  • Luts & Greenleigh Group first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and held it in 1 quarter.
  • Luts & Greenleigh Group's JPMorgan Equity Premium Income ETF position peaked at $203K in Q3 2024.
  • 1,257 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Luts & Greenleigh Group's 13F filing for Q4 2024, filed 17 Jan 2025.