FAS Wealth Partners, Inc. JEPI Holdings History
FAS Wealth Partners, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, FAS Wealth Partners, Inc. held 1.42 Mil shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $80.89 Mil. This investment constitutes 6.6% of their stock portfolio, and FAS Wealth Partners, Inc. now holds 0.22% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q3. And since then FAS Wealth Partners, Inc. has made 13 purchases of JEPI, at an average price of $54.48, for a total of 1.53 Mil shares. In addition, there have been 2 sales at an average price of $59.58 for 113,568.00 shares. Based on historical transaction data and JEPI's current price of $56.97, FAS Wealth Partners, Inc.'s estimated gain on his JEPI holdings is $4.10 Mil, reflecting a 4.92% gain to date.
FAS Wealth Partners, Inc. JEPI ($56.97) Holding Chart
FAS Wealth Partners, Inc. 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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