EisnerAmper Wealth Management Corporate Benefits, LLC JEPI Holdings History
EisnerAmper Wealth Management Corporate Benefits, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2023-12-31, EisnerAmper Wealth Management Corporate Benefits, held 79,233.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $4.36 Mil. This investment constitutes 1.62% of their stock portfolio, and EisnerAmper Wealth Management Corporate Benefits, now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q2. And since then EisnerAmper Wealth Management Corporate Benefits, LLC has made 2 purchases of JEPI, at an average price of $54.99, for a total of 172,944.00 shares. In addition, there have been 1 sales at an average price of $53.92 for 93,711.00 shares. Based on historical transaction data and JEPI's current price of $57.20, EisnerAmper Wealth Management Corporate Benefits, LLC's estimated gain on his JEPI holdings is $73,842.38, reflecting a 0.78% gain to date.
EisnerAmper Wealth Management Corporate Benefits, LLC JEPI ($57.20) Holding Chart
EisnerAmper Wealth Management Corporate Benefits, LLC JEPI ($57.20) 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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