Edgemoor Investment Advisors, Inc. JEPI Holdings History
Edgemoor Investment Advisors, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Edgemoor Investment Advisors, Inc. held 137,611.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $7.86 Mil. This investment constitutes 0.72% of their stock portfolio, and Edgemoor Investment Advisors, Inc. now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q2. And since then Edgemoor Investment Advisors, Inc. has made 12 purchases of JEPI, at an average price of $56.56, for a total of 137,611.00 shares. Based on historical transaction data and JEPI's current price of $57.23, Edgemoor Investment Advisors, Inc.'s estimated gain on his JEPI holdings is $92,189.89, reflecting a 1.18% gain to date.
Edgemoor Investment Advisors, Inc. JEPI ($57.23) Holding Chart
Edgemoor Investment Advisors, Inc. 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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