Number of Shares
2.53 Mil
Current Holdings Value*
$131.05 Mil
% of Portfolio
2.93%
Total Estimate Gain
$17.17 Mil
% of Total Estimate Gain
13.78%

RiverFront Investment Group, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary

As of 2025-03-31, RiverFront Investment Group, LLC held 2.53 Mil shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $131.05 Mil. This investment constitutes 2.93% of their stock portfolio, and RiverFront Investment Group, LLC now holds 0.55% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.

The initial trade took place in 2022Q3. And since then RiverFront Investment Group, LLC has made 10 purchases of JEPQ, at an average price of $48.17, for a total of 2.59 Mil shares. In addition, there have been 1 sales at an average price of $42.52 for 56,332.00 shares. Based on historical transaction data and JEPQ's current price of $55.08, RiverFront Investment Group, LLC's estimated gain on his JEPQ holdings is $17.17 Mil, reflecting a 13.78% gain to date.

RiverFront Investment Group, LLC JEPQ ($55.08) Holding Chart

RiverFront Investment Group, LLC JEPQ ($55.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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