Bay Capital Advisors, LLC JEPI Holdings History
Bay Capital Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Bay Capital Advisors, LLC held 59,928.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.41 Mil. This investment constitutes 2.6% of their stock portfolio, and Bay Capital Advisors, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then Bay Capital Advisors, LLC has made 2 purchases of JEPI, at an average price of $59.22, for a total of 59,928.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Bay Capital Advisors, LLC's estimated gain on his JEPI holdings is $-134,944.64, reflecting a -3.80% gain to date.
Bay Capital Advisors, LLC JEPI ($56.97) Holding Chart
Bay Capital Advisors, 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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