Number of Shares
47,135.00
Current Holdings Value*
$2.68 Mil
% of Portfolio
5.22%
Total Estimate Gain
$1.26 Mil
% of Total Estimate Gain
12.03%

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 $57.15, AIFG Consultants Ltd.'s estimated gain on his JEPI holdings is $1.26 Mil, reflecting a 12.03% gain to date.

AIFG Consultants Ltd. JEPI ($57.15) Holding Chart

AIFG Consultants Ltd. JEPI ($57.15) 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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