ELEMENT POINTE ADVISORS, LLC JEPI Holdings History
ELEMENT POINTE ADVISORS, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, ELEMENT POINTE ADVISORS, LLC held 460,228.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $26.30 Mil. This investment constitutes 6.39% of their stock portfolio, and ELEMENT POINTE ADVISORS, LLC now holds 0.07% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q1. And since then ELEMENT POINTE ADVISORS, LLC has made 8 purchases of JEPI, at an average price of $54.46, for a total of 465,500.00 shares. In addition, there have been 1 sales at an average price of $53.92 for 5,272.00 shares. Based on historical transaction data and JEPI's current price of $56.97, ELEMENT POINTE ADVISORS, LLC's estimated gain on his JEPI holdings is $1.15 Mil, reflecting a 4.54% gain to date.
ELEMENT POINTE ADVISORS, LLC JEPI ($56.97) Holding Chart
ELEMENT POINTE ADVISORS, LLC 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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