Horizon Advisory Services, Inc. JEPI Holdings History
Horizon Advisory Services, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Horizon Advisory Services, Inc. held 464,694.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $26.55 Mil. This investment constitutes 15.03% of their stock portfolio, and Horizon Advisory Services, Inc. now holds 0.07% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q1. And since then Horizon Advisory Services, Inc. has made 2 purchases of JEPI, at an average price of $56.35, for a total of 476,863.00 shares. In addition, there have been 2 sales at an average price of $59.25 for 12,169.00 shares. Based on historical transaction data and JEPI's current price of $57.02, Horizon Advisory Services, Inc.'s estimated gain on his JEPI holdings is $345,498.87, reflecting a 1.29% gain to date.
Horizon Advisory Services, Inc. JEPI ($57.02) Holding Chart
Horizon Advisory Services, Inc. JEPI ($57.02) 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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