FLOYD FINANCIAL GROUP LLC JEPI Holdings History
FLOYD FINANCIAL GROUP LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, FLOYD FINANCIAL GROUP LLC held 126,656.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $7.21 Mil. This investment constitutes 6.67% of their stock portfolio, and FLOYD FINANCIAL GROUP LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then FLOYD FINANCIAL GROUP LLC has made 2 purchases of JEPI, at an average price of $55.86, for a total of 126,656.00 shares. Based on historical transaction data and JEPI's current price of $57.16, FLOYD FINANCIAL GROUP LLC's estimated gain on his JEPI holdings is $163,450.64, reflecting a 2.31% gain to date.
FLOYD FINANCIAL GROUP LLC JEPI ($57.16) Holding Chart
FLOYD FINANCIAL GROUP LLC JEPI ($57.16) 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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