CFO4Life Group, LLC JEPI Holdings History
CFO4Life Group, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, CFO4Life Group, LLC held 196,176.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $11.21 Mil. This investment constitutes 1.89% of their stock portfolio, and CFO4Life Group, LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q1. And since then CFO4Life Group, LLC has made 7 purchases of JEPI, at an average price of $54.33, for a total of 598,183.00 shares. In addition, there have been 2 sales at an average price of $58.22 for 402,007.00 shares. Based on historical transaction data and JEPI's current price of $56.97, CFO4Life Group, LLC's estimated gain on his JEPI holdings is $2.08 Mil, reflecting a 6.41% gain to date.
CFO4Life Group, LLC JEPI ($56.97) Holding Chart
CFO4Life Group, 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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