Confluence Wealth Services, Inc. JEPI Holdings History
Confluence Wealth Services, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Confluence Wealth Services, Inc. held 1.77 Mil shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $95.78 Mil. This investment constitutes 6.04% of their stock portfolio, and Confluence Wealth Services, Inc. now holds 0.27% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q2. And since then Confluence Wealth Services, Inc. has made 12 purchases of JEPI, at an average price of $55.61, for a total of 1.77 Mil shares. Based on historical transaction data and JEPI's current price of $56.96, Confluence Wealth Services, Inc.'s estimated gain on his JEPI holdings is $2.38 Mil, reflecting a 2.42% gain to date.
Confluence Wealth Services, Inc. JEPI ($56.96) Holding Chart
Confluence Wealth Services, Inc. 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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