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

Ravenstone 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
2025
Q1 		– Sell
-2,000
Closed -$115K – 107
2024
Q4 		$115K Buy
+2,000
New +$119K 0.07% 43

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UBS Group
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Royal Bank of Canada
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Envestnet Asset Management
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Raymond James Financial
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Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ravenstone Capital Management's JEPI Position: Q1 2025 in Review

Ravenstone Capital Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q1 2025, closing a stake of 2,000 shares — an estimated $115K sold.

Ravenstone Capital Management first reported a position in JEPI in Q4 2024 and held it in 1 quarter. The position peaked at $115K in Q4 2024. 1,263 funds tracked by Wall St. Rank hold JEPI as of Q1 2025.

  • Ravenstone Capital Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q1 2025 after selling out during the quarter.
  • Ravenstone Capital Management sold 2,000 JPMorgan Equity Premium Income ETF shares in Q1 2025, an estimated $115K.
  • Ravenstone Capital Management first reported a position in JPMorgan Equity Premium Income ETF in Q4 2024 and held it in 1 quarter.
  • Ravenstone Capital Management's JPMorgan Equity Premium Income ETF position peaked at $115K in Q4 2024.
  • 1,263 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q1 2025.

Based on Ravenstone Capital Management's 13F filing for Q1 2025, filed 26 Jun 2026.