EHRLICH FINANCIAL GROUP JEPI Holdings History
EHRLICH FINANCIAL GROUP's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, EHRLICH FINANCIAL GROUP held 59,973.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.41 Mil. This investment constitutes 2.21% of their stock portfolio, and EHRLICH FINANCIAL GROUP now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q4. And since then EHRLICH FINANCIAL GROUP has made 3 purchases of JEPI, at an average price of $54.44, for a total of 64,337.00 shares. In addition, there have been 3 sales at an average price of $58.50 for 4,364.00 shares. Based on historical transaction data and JEPI's current price of $56.97, EHRLICH FINANCIAL GROUP's estimated gain on his JEPI holdings is $169,646.29, reflecting a 4.84% gain to date.
EHRLICH FINANCIAL GROUP JEPI ($56.97) Holding Chart
EHRLICH FINANCIAL GROUP JEPI ($56.97) 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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