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Ridgewood Investments’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Ridgewood Investments’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
-400
Closed -$23.8K – 735
2024
Q3 		$23.8K Buy
+400
New +$23K 0.01% 410

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

Ridgewood Investments's JEPI Position: Q4 2024 in Review

Ridgewood Investments sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q4 2024, closing a stake of 400 shares — an estimated $23.8K sold.

Ridgewood Investments first reported a position in JEPI in Q3 2024 and held it in 1 quarter. The position peaked at $23.8K in Q3 2024. 1,257 funds tracked by Wall St. Rank hold JEPI as of Q4 2024.

  • Ridgewood Investments reported no remaining JPMorgan Equity Premium Income ETF position as of Q4 2024 after selling out during the quarter.
  • Ridgewood Investments sold 400 JPMorgan Equity Premium Income ETF shares in Q4 2024, an estimated $23.8K.
  • Ridgewood Investments first reported a position in JPMorgan Equity Premium Income ETF in Q3 2024 and held it in 1 quarter.
  • Ridgewood Investments's JPMorgan Equity Premium Income ETF position peaked at $23.8K in Q3 2024.
  • 1,257 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q4 2024.

Based on Ridgewood Investments's 13F filing for Q4 2024, filed 10 Jan 2025.