Number of Shares
148,752.00
Current Holdings Value*
$8.46 Mil
% of Portfolio
3.21%
Total Estimate Gain
$269,241.12
% of Total Estimate Gain
3.27%

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 $57.23, Divergent Planning, LLC's estimated gain on his JEPI holdings is $269,241.12, reflecting a 3.27% gain to date.

Divergent Planning, LLC JEPI ($57.23) Holding Chart

Divergent Planning, LLC 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 %

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