CVA Family Office, LLC JEPI Holdings History
CVA Family Office, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, CVA Family Office, LLC held 215,862.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $12.33 Mil. This investment constitutes 1.89% of their stock portfolio, and CVA Family Office, LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q4. And since then CVA Family Office, LLC has made 12 purchases of JEPI, at an average price of $55.54, for a total of 216,032.00 shares. In addition, there have been 1 sales at an average price of $53.86 for 170.00 shares. Based on historical transaction data and JEPI's current price of $57.23, CVA Family Office, LLC's estimated gain on his JEPI holdings is $364,277.16, reflecting a 3.04% gain to date.
CVA Family Office, LLC JEPI ($57.23) Holding Chart
CVA Family Office, 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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