BTS Enhanced Equity Income Fund JEPI Holdings History
BTS Enhanced Equity Income Fund 's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, BTS Enhanced Equity Income Fund held 5,663.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $323,580.00. This investment constitutes 4.09% of their stock portfolio, and BTS Enhanced Equity Income Fund now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q3. And since then BTS Enhanced Equity Income Fund has made 2 purchases of JEPI, at an average price of $58.22, for a total of 5,663.00 shares. Based on historical transaction data and JEPI's current price of $56.71, BTS Enhanced Equity Income Fund 's estimated gain on his JEPI holdings is $-8,549.33, reflecting a -2.59% gain to date.
BTS Enhanced Equity Income Fund JEPI ($56.71) Holding Chart
BTS Enhanced Equity Income Fund JEPI ($56.71) 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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