Crescent Grove Advisors, LLC JEPI Holdings History
Crescent Grove Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Crescent Grove Advisors, LLC held 45,118.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.58 Mil. This investment constitutes 0.27% of their stock portfolio, and Crescent Grove Advisors, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q2. And since then Crescent Grove Advisors, LLC has made 6 purchases of JEPI, at an average price of $58.43, for a total of 131,294.00 shares. In addition, there have been 2 sales at an average price of $58.26 for 86,176.00 shares. Based on historical transaction data and JEPI's current price of $57.15, Crescent Grove Advisors, LLC's estimated gain on his JEPI holdings is $-72,192.96, reflecting a -0.94% gain to date.
Crescent Grove Advisors, LLC JEPI ($57.15) Holding Chart
Crescent Grove Advisors, LLC JEPI ($57.15) 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
