Halpern Financial, Inc. JEPI Holdings History
Halpern Financial, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2024-09-30, Halpern Financial, Inc. held 242,713.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $14.37 Mil. This investment constitutes 3.7% of their stock portfolio, and Halpern Financial, Inc. now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q4. And since then Halpern Financial, Inc. has made 4 purchases of JEPI, at an average price of $56.64, for a total of 242,713.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Halpern Financial, Inc.'s estimated gain on his JEPI holdings is $80,601.39, reflecting a 0.59% gain to date.
Halpern Financial, Inc. JEPI ($56.97) Holding Chart
Halpern Financial, 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 % | |||
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