HERBST GROUP, LLC JEPI Holdings History
HERBST GROUP, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, HERBST GROUP, LLC held 91,184.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $5.21 Mil. This investment constitutes 3.69% of their stock portfolio, and HERBST GROUP, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q3. And since then HERBST GROUP, LLC has made 8 purchases of JEPI, at an average price of $56.64, for a total of 99,170.00 shares. In addition, there have been 3 sales at an average price of $55.02 for 7,986.00 shares. Based on historical transaction data and JEPI's current price of $56.85, HERBST GROUP, LLC's estimated gain on his JEPI holdings is $6,643.82, reflecting a 0.12% gain to date.
HERBST GROUP, LLC JEPI ($56.85) Holding Chart
HERBST GROUP, LLC JEPI ($56.85) 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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