Number of Shares
47,515.00
Current Holdings Value*
$2.71 Mil
% of Portfolio
3.29%
Total Estimate Gain
$-31,269.68
% of Total Estimate Gain
-1.14%

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 $57.20, Armstrong, Fleming & Moore, Inc's estimated gain on his JEPI holdings is $-31,269.68, reflecting a -1.14% gain to date.

Armstrong, Fleming & Moore, Inc JEPI ($57.20) Holding Chart

Armstrong, Fleming & Moore, Inc JEPI ($57.20) 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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