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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