Number of Shares
93,475.00
Current Holdings Value*
$5.34 Mil
% of Portfolio
1.37%
Total Estimate Gain
$-69,801.53
% of Total Estimate Gain
-1.29%

FLAGSTAR ADVISORS INC's JPMorgan Equity Premium Income ETF Holding Summary

As of 2025-03-31, FLAGSTAR ADVISORS INC held 93,475.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $5.34 Mil. This investment constitutes 1.37% of their stock portfolio, and FLAGSTAR ADVISORS INC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2024Q1. And since then FLAGSTAR ADVISORS INC has made 4 purchases of JEPI, at an average price of $57.59, for a total of 94,129.00 shares. In addition, there have been 1 sales at an average price of $56.56 for 654.00 shares. Based on historical transaction data and JEPI's current price of $56.85, FLAGSTAR ADVISORS INC's estimated gain on his JEPI holdings is $-69,801.53, reflecting a -1.29% gain to date.

FLAGSTAR ADVISORS INC JEPI ($56.85) Holding Chart

FLAGSTAR ADVISORS INC JEPI ($56.85) 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 %

Top Ranked Articles

  • 1