AIFG Consultants Ltd. JEPI Holdings History
AIFG Consultants Ltd.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, AIFG Consultants Ltd. held 47,135.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.68 Mil. This investment constitutes 5.22% of their stock portfolio, and AIFG Consultants Ltd. now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then AIFG Consultants Ltd. has made 4 purchases of JEPI, at an average price of $52.03, for a total of 201,460.00 shares. In addition, there have been 6 sales at an average price of $58.63 for 154,325.00 shares. Based on historical transaction data and JEPI's current price of $57.23, AIFG Consultants Ltd.'s estimated gain on his JEPI holdings is $1.26 Mil, reflecting a 12.06% gain to date.
AIFG Consultants Ltd. JEPI ($57.23) Holding Chart
AIFG Consultants Ltd. 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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