Apexium Financial, LP JEPI Holdings History
Apexium Financial, LP's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Apexium Financial, LP held 179,372.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $10.25 Mil. This investment constitutes 0.61% of their stock portfolio, and Apexium Financial, LP now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q3. And since then Apexium Financial, LP has made 10 purchases of JEPI, at an average price of $57.16, for a total of 225,010.00 shares. In addition, there have been 1 sales at an average price of $56.34 for 45,638.00 shares. Based on historical transaction data and JEPI's current price of $56.66, Apexium Financial, LP's estimated gain on his JEPI holdings is $-126,720.32, reflecting a -0.99% gain to date.
Apexium Financial, LP JEPI ($56.66) Holding Chart
Apexium Financial, LP 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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