Number of Shares
43,903.00
Current Holdings Value*
$2.51 Mil
% of Portfolio
1.2%
Total Estimate Gain
$-48,663.80
% of Total Estimate Gain
-1.91%

CORA CAPITAL ADVISORS LLC's JPMorgan Equity Premium Income ETF Holding Summary

As of 2025-03-31, CORA CAPITAL ADVISORS LLC held 43,903.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.51 Mil. This investment constitutes 1.2% of their stock portfolio, and CORA CAPITAL ADVISORS LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2024Q2. And since then CORA CAPITAL ADVISORS LLC has made 4 purchases of JEPI, at an average price of $58.07, for a total of 43,903.00 shares. Based on historical transaction data and JEPI's current price of $56.96, CORA CAPITAL ADVISORS LLC's estimated gain on his JEPI holdings is $-48,663.80, reflecting a -1.91% gain to date.

CORA CAPITAL ADVISORS LLC JEPI ($56.96) Holding Chart

CORA CAPITAL ADVISORS LLC JEPI ($56.96) 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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