Cooper Financial Group JEPI Holdings History
Cooper Financial Group's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Cooper Financial Group held 407,614.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $23.17 Mil. This investment constitutes 2.73% of their stock portfolio, and Cooper Financial Group now holds 0.06% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q3. And since then Cooper Financial Group has made 13 purchases of JEPI, at an average price of $55.77, for a total of 457,346.00 shares. In addition, there have been 3 sales at an average price of $58.89 for 49,732.00 shares. Based on historical transaction data and JEPI's current price of $57.23, Cooper Financial Group's estimated gain on his JEPI holdings is $748,300.98, reflecting a 2.93% gain to date.
Cooper Financial Group JEPI ($57.23) Holding Chart
Cooper Financial Group 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
