B&D White Capital Company, LLC JEPI Holdings History
Number of Shares
278,502.00
Current Holdings Value*
$15.91 Mil
% of Portfolio
2.35%
Total Estimate Gain
$-359,267.58
% of Total Estimate Gain
-2.21%
B&D White Capital Company, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, B&D White Capital Company, LLC held 278,502.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $15.91 Mil. This investment constitutes 2.35% of their stock portfolio, and B&D White Capital Company, LLC now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2025Q1. And since then B&D White Capital Company, LLC has made 1 purchases of JEPI, at an average price of $58.26, for a total of 278,502.00 shares. Based on historical transaction data and JEPI's current price of $56.97, B&D White Capital Company, LLC's estimated gain on his JEPI holdings is $-359,267.58, reflecting a -2.21% gain to date.
B&D White Capital Company, LLC JEPI ($56.97) Holding Chart
B&D White Capital Company, LLC JEPI ($56.97) 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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