Curtis Advisory Group, LLC JEPI Holdings History
Curtis Advisory Group, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Curtis Advisory Group, LLC held 221,258.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $12.64 Mil. This investment constitutes 3.71% of their stock portfolio, and Curtis Advisory Group, LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q3. And since then Curtis Advisory Group, LLC has made 13 purchases of JEPI, at an average price of $57.69, for a total of 236,624.00 shares. In addition, there have been 2 sales at an average price of $53.81 for 15,366.00 shares. Based on historical transaction data and JEPI's current price of $57.03, Curtis Advisory Group, LLC's estimated gain on his JEPI holdings is $-205,358.85, reflecting a -1.50% gain to date.
Curtis Advisory Group, LLC JEPI ($57.03) Holding Chart
Curtis Advisory Group, LLC JEPI ($57.03) 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
