High Net Worth Advisory Group LLC JEPI Holdings History
High Net Worth Advisory Group LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, High Net Worth Advisory Group LLC held 177,894.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $10.17 Mil. This investment constitutes 2.87% of their stock portfolio, and High Net Worth Advisory Group LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q4. And since then High Net Worth Advisory Group LLC has made 13 purchases of JEPI, at an average price of $55.70, for a total of 177,894.00 shares. Based on historical transaction data and JEPI's current price of $56.96, High Net Worth Advisory Group LLC's estimated gain on his JEPI holdings is $223,500.52, reflecting a 2.26% gain to date.
High Net Worth Advisory Group LLC JEPI ($56.96) Holding Chart
High Net Worth Advisory Group LLC JEPI ($56.96) 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
