Beacon Financial Advisory LLC JEPI Holdings History
Beacon Financial Advisory LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 347,593.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $19.76 Mil. This investment constitutes 5.11% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0.05% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q3. And since then Beacon Financial Advisory LLC has made 12 purchases of JEPI, at an average price of $55.31, for a total of 347,593.00 shares. Based on historical transaction data and JEPI's current price of $57.23, Beacon Financial Advisory LLC's estimated gain on his JEPI holdings is $664,139.76, reflecting a 3.45% gain to date.
Beacon Financial Advisory LLC JEPI ($57.23) Holding Chart
Beacon Financial Advisory LLC JEPI ($57.23) 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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