Divergent Planning, LLC JEPI Holdings History
Number of Shares
148,752.00
Current Holdings Value*
$8.46 Mil
% of Portfolio
3.21%
Total Estimate Gain
$260,316.00
% of Total Estimate Gain
3.16%
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 $57.17, Divergent Planning, LLC's estimated gain on his JEPI holdings is $260,316.00, reflecting a 3.16% gain to date.
Divergent Planning, LLC JEPI ($57.17) Holding Chart
Divergent Planning, LLC JEPI ($57.17) 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