Anderson Financial Strategies, LLC JEPI Holdings History
Anderson Financial Strategies, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Anderson Financial Strategies, LLC held 35,588.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.03 Mil. This investment constitutes 1.24% of their stock portfolio, and Anderson Financial Strategies, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then Anderson Financial Strategies, LLC has made 1 purchases of JEPI, at an average price of $58.26, for a total of 35,588.00 shares. Based on historical transaction data and JEPI's current price of $56.46, Anderson Financial Strategies, LLC's estimated gain on his JEPI holdings is $-64,059.52, reflecting a -3.09% gain to date.
Anderson Financial Strategies, LLC JEPI ($56.46) Holding Chart
Anderson Financial Strategies, LLC JEPI ($56.46) 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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