Hilton Capital Management, LLC JEPI Holdings History
Hilton Capital Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Hilton Capital Management, LLC held 529,183.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $30.24 Mil. This investment constitutes 2.57% of their stock portfolio, and Hilton Capital Management, LLC now holds 0.08% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q3. And since then Hilton Capital Management, LLC has made 3 purchases of JEPI, at an average price of $59.34, for a total of 529,183.00 shares. Based on historical transaction data and JEPI's current price of $56.66, Hilton Capital Management, LLC's estimated gain on his JEPI holdings is $-1.42 Mil, reflecting a -4.52% gain to date.
Hilton Capital Management, LLC JEPI ($56.66) Holding Chart
Hilton Capital Management, LLC JEPI ($56.66) 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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