Financial Architects, Inc JEPI Holdings History
Financial Architects, Inc's JPMorgan Equity Premium Income ETF Holding Summary
As of 2023-06-30, Financial Architects, Inc held 354,120.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $19.59 Mil. This investment constitutes 2.97% of their stock portfolio, and Financial Architects, Inc now holds 0.08% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q2. And since then Financial Architects, Inc has made 8 purchases of JEPI, at an average price of $55.67, for a total of 471,070.00 shares. In addition, there have been 1 sales at an average price of $56.76 for 116,950.00 shares. Based on historical transaction data and JEPI's current price of $57.17, Financial Architects, Inc's estimated gain on his JEPI holdings is $657,169.82, reflecting a 2.51% gain to date.
Financial Architects, Inc JEPI ($57.17) Holding Chart
Financial Architects, Inc JEPI ($57.17) 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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