Financial Alternatives, Inc JEPI Holdings History
Financial Alternatives, Inc's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Financial Alternatives, Inc held 117,660.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $6.72 Mil. This investment constitutes 4.79% of their stock portfolio, and Financial Alternatives, Inc now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then Financial Alternatives, Inc has made 7 purchases of JEPI, at an average price of $53.39, for a total of 122,042.00 shares. In addition, there have been 2 sales at an average price of $53.61 for 4,382.00 shares. Based on historical transaction data and JEPI's current price of $56.80, Financial Alternatives, Inc's estimated gain on his JEPI holdings is $402,425.74, reflecting a 6.18% gain to date.
Financial Alternatives, Inc JEPI ($56.80) Holding Chart
Financial Alternatives, Inc JEPI ($56.80) 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
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
