Armstrong, Fleming & Moore, Inc JEPI Holdings History
Number of Shares
47,515.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
3.29%
Total Estimate Gain
$-33,645.43
% of Total Estimate Gain
-1.22%
Armstrong, Fleming & Moore, Inc's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Armstrong, Fleming & Moore, Inc held 47,515.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.71 Mil. This investment constitutes 3.29% of their stock portfolio, and Armstrong, Fleming & Moore, Inc now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q1. And since then Armstrong, Fleming & Moore, Inc has made 4 purchases of JEPI, at an average price of $57.86, for a total of 47,515.00 shares. Based on historical transaction data and JEPI's current price of $57.15, Armstrong, Fleming & Moore, Inc's estimated gain on his JEPI holdings is $-33,645.43, reflecting a -1.22% gain to date.
Armstrong, Fleming & Moore, Inc JEPI ($57.15) Holding Chart
Armstrong, Fleming & Moore, 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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