Coastal Bridge Advisors, LLC JEPI Holdings History
Coastal Bridge Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Coastal Bridge Advisors, LLC held 520,704.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $29.75 Mil. This investment constitutes 7.6% of their stock portfolio, and Coastal Bridge Advisors, LLC now holds 0.08% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q2. And since then Coastal Bridge Advisors, LLC has made 10 purchases of JEPI, at an average price of $54.41, for a total of 621,844.00 shares. In addition, there have been 2 sales at an average price of $56.02 for 101,140.00 shares. Based on historical transaction data and JEPI's current price of $56.55, Coastal Bridge Advisors, LLC's estimated gain on his JEPI holdings is $1.28 Mil, reflecting a 3.79% gain to date.
Coastal Bridge Advisors, LLC JEPI ($56.55) Holding Chart
Coastal Bridge Advisors, LLC JEPI ($56.55) 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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