FIRST FOUNDATION ADVISORS JEPI Holdings History
FIRST FOUNDATION ADVISORS's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, FIRST FOUNDATION ADVISORS held 1.50 Mil shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $85.87 Mil. This investment constitutes 3.5% of their stock portfolio, and FIRST FOUNDATION ADVISORS now holds 0.23% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q2. And since then FIRST FOUNDATION ADVISORS has made 15 purchases of JEPI, at an average price of $56.27, for a total of 1.60 Mil shares. In addition, there have been 1 sales at an average price of $58.26 for 93,533.00 shares. Based on historical transaction data and JEPI's current price of $57.02, FIRST FOUNDATION ADVISORS's estimated gain on his JEPI holdings is $1.31 Mil, reflecting a 1.46% gain to date.
FIRST FOUNDATION ADVISORS JEPI ($57.02) Holding Chart
FIRST FOUNDATION ADVISORS JEPI ($57.02) 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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