AdvisorNet Financial, Inc JEPI Holdings History
Number of Shares
246,492.00
Current Holdings Value*
$14.01 Mil
% of Portfolio
0.9%
Total Estimate Gain
$118,563.67
% of Total Estimate Gain
0.85%
AdvisorNet Financial, Inc's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, AdvisorNet Financial, Inc held 246,492.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $14.01 Mil. This investment constitutes 0.9% of their stock portfolio, and AdvisorNet Financial, Inc now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q3. And since then AdvisorNet Financial, Inc has made 16 purchases of JEPI, at an average price of $56.67, for a total of 246,492.00 shares. Based on historical transaction data and JEPI's current price of $57.15, AdvisorNet Financial, Inc's estimated gain on his JEPI holdings is $118,563.67, reflecting a 0.85% gain to date.
AdvisorNet Financial, Inc JEPI ($57.15) Holding Chart
AdvisorNet Financial, Inc 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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