Divergent Planning, LLC JEPI Holdings History
Divergent Planning, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Divergent Planning, LLC held 148,752.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $8.46 Mil. This investment constitutes 3.21% of their stock portfolio, and Divergent Planning, LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2025Q2. And since then Divergent Planning, LLC has made 1 purchases of JEPI, at an average price of $55.42, for a total of 148,752.00 shares. Based on historical transaction data and JEPI's current price of $57.22, Divergent Planning, LLC's estimated gain on his JEPI holdings is $267,009.84, reflecting a 3.24% gain to date.
Divergent Planning, LLC JEPI ($57.22) Holding Chart
Divergent Planning, LLC JEPI ($57.22) 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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