Advisor OS, LLC JEPI Holdings History
Advisor OS, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Advisor OS, LLC held - shares of JPMorgan Equity Premium Income ETF(JEPI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Advisor OS, LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q1. And since then Advisor OS, LLC has made 6 purchases of JEPI, at an average price of $54.69, for a total of 337,928.00 shares. In addition, there have been 3 sales at an average price of $57.02 for 337,928.00 shares. Based on historical transaction data and JEPI's current price of $56.66, Advisor OS, LLC's estimated gain on his JEPI holdings is $787,196.78, reflecting a 4.26% gain to date.
Advisor OS, LLC JEPI ($56.66) Holding Chart
Advisor OS, LLC JEPI ($56.66) 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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