Beta Wealth Group, Inc. JEPI Holdings History
Beta Wealth Group, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held 418,492.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $23.91 Mil. This investment constitutes 8.59% of their stock portfolio, and Beta Wealth Group, Inc. now holds 0.06% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q2. And since then Beta Wealth Group, Inc. has made 14 purchases of JEPI, at an average price of $57.55, for a total of 434,970.00 shares. In addition, there have been 1 sales at an average price of $53.42 for 16,478.00 shares. Based on historical transaction data and JEPI's current price of $56.76, Beta Wealth Group, Inc.'s estimated gain on his JEPI holdings is $-400,745.56, reflecting a -1.60% gain to date.
Beta Wealth Group, Inc. JEPI ($56.76) Holding Chart
Beta Wealth Group, Inc. JEPI ($56.76) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
