1 NORTH WEALTH SERVICES LLC JEPI Holdings History
1 NORTH WEALTH SERVICES LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, 1 NORTH WEALTH SERVICES LLC held 263,547.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $14.98 Mil. This investment constitutes 5.95% of their stock portfolio, and 1 NORTH WEALTH SERVICES LLC now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then 1 NORTH WEALTH SERVICES LLC has made 3 purchases of JEPI, at an average price of $59.25, for a total of 263,547.00 shares. Based on historical transaction data and JEPI's current price of $57.23, 1 NORTH WEALTH SERVICES LLC's estimated gain on his JEPI holdings is $-532,577.25, reflecting a -3.41% gain to date.
1 NORTH WEALTH SERVICES LLC JEPI ($57.23) Holding Chart
1 NORTH WEALTH SERVICES LLC JEPI ($57.23) 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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