Riggs Asset Management’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History

Riggs Asset 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 Q3	–	Sell	-407	Closed	-$23.1K	–	476
2025 Q2	$23.1K	Buy	407 +233	+134%	+$12.9K	0.01%	230
2025 Q1	$9.94K	Buy	+174	New	+$10.1K	﹤0.01%	261
2024 Q1	–	Sell	-12	Closed	-$660	–	665
2023 Q4	$660	Hold	12	–	–	﹤0.01%	375
2023 Q3	$643	Buy	+12	New	+$661	﹤0.01%	382

Other funds holding JEPI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

NFA

Nationwide Fund Advisors Columbus, Ohio $2.42B AUM 17.68% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Riggs Asset Management's JEPI Position: Q3 2025 in Review

Riggs Asset Management sold out of JPMorgan Equity Premium Income ETF (JEPI) in Q3 2025, closing a stake of 407 shares — an estimated $23.1K sold.

Riggs Asset Management first reported a position in JEPI in Q3 2023 and held it in 4 quarters. The position peaked at $23.1K in Q2 2025. 1,293 funds tracked by Wall St. Rank hold JEPI as of Q3 2025.

Riggs Asset Management reported no remaining JPMorgan Equity Premium Income ETF position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 407 JPMorgan Equity Premium Income ETF shares in Q3 2025, an estimated $23.1K.
Riggs Asset Management first reported a position in JPMorgan Equity Premium Income ETF in Q3 2023 and held it in 4 quarters.
Riggs Asset Management's JPMorgan Equity Premium Income ETF position peaked at $23.1K in Q2 2025.
1,293 funds tracked by Wall St. Rank held JPMorgan Equity Premium Income ETF as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.