Ellis Investment Partners, LLC JEPI Holdings History
Ellis Investment Partners, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 201,136.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $11.49 Mil. This investment constitutes 2.38% of their stock portfolio, and Ellis Investment Partners, LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q3. And since then Ellis Investment Partners, LLC has made 14 purchases of JEPI, at an average price of $56.89, for a total of 203,192.00 shares. In addition, there have been 1 sales at an average price of $58.26 for 2,056.00 shares. Based on historical transaction data and JEPI's current price of $57.23, Ellis Investment Partners, LLC's estimated gain on his JEPI holdings is $71,761.25, reflecting a 0.62% gain to date.
Ellis Investment Partners, LLC JEPI ($57.23) Holding Chart
Ellis Investment Partners, 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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