FSA WEALTH PARTNERS, INC. JEPI Holdings History
FSA WEALTH PARTNERS, INC.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, FSA WEALTH PARTNERS, INC. held 415,469.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $23.74 Mil. This investment constitutes 8.98% of their stock portfolio, and FSA WEALTH PARTNERS, INC. now holds 0.06% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then FSA WEALTH PARTNERS, INC. has made 5 purchases of JEPI, at an average price of $54.74, for a total of 630,616.00 shares. In addition, there have been 6 sales at an average price of $56.28 for 215,147.00 shares. Based on historical transaction data and JEPI's current price of $56.97, FSA WEALTH PARTNERS, INC.'s estimated gain on his JEPI holdings is $1.26 Mil, reflecting a 3.65% gain to date.
FSA WEALTH PARTNERS, INC. JEPI ($56.97) Holding Chart
FSA 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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