Greater Midwest Financial Group, LLC JEPI Holdings History
Greater Midwest Financial Group, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Greater Midwest Financial Group, LLC held 89,503.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $5.11 Mil. This investment constitutes 3.56% of their stock portfolio, and Greater Midwest Financial Group, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q4. And since then Greater Midwest Financial Group, LLC has made 3 purchases of JEPI, at an average price of $54.24, for a total of 333,480.00 shares. In addition, there have been 2 sales at an average price of $56.54 for 243,977.00 shares. Based on historical transaction data and JEPI's current price of $56.54, Greater Midwest Financial Group, LLC's estimated gain on his JEPI holdings is $766,885.68, reflecting a 4.24% gain to date.
Greater Midwest Financial Group, LLC JEPI ($56.54) Holding Chart
Greater Midwest Financial Group, LLC JEPI ($56.54) 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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