Financial Partners Group, Inc JEPI Holdings History
Financial Partners Group, Inc's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Financial Partners Group, Inc held 33,056.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $1.88 Mil. This investment constitutes 0.26% of their stock portfolio, and Financial Partners Group, Inc now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q3. And since then Financial Partners Group, Inc has made 6 purchases of JEPI, at an average price of $54.12, for a total of 546,723.00 shares. In addition, there have been 6 sales at an average price of $56.48 for 513,667.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Financial Partners Group, Inc's estimated gain on his JEPI holdings is $1.30 Mil, reflecting a 4.40% gain to date.
Financial Partners Group, Inc JEPI ($56.97) Holding Chart
Financial Partners Group, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
