Financial Guidance Group, Inc. JEPI Holdings History
Financial Guidance Group, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Financial Guidance Group, Inc. held 202,325.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $11.56 Mil. This investment constitutes 6.24% of their stock portfolio, and Financial Guidance Group, Inc. now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then Financial Guidance Group, Inc. has made 6 purchases of JEPI, at an average price of $54.08, for a total of 214,566.00 shares. In addition, there have been 4 sales at an average price of $56.33 for 12,241.00 shares. Based on historical transaction data and JEPI's current price of $56.76, Financial Guidance Group, Inc.'s estimated gain on his JEPI holdings is $569,698.35, reflecting a 4.91% gain to date.
Financial Guidance Group, Inc. JEPI ($56.76) Holding Chart
Financial Guidance Group, Inc. JEPI ($56.76) 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
