Number of Shares
35,051.00
Current Holdings Value*
$2.00 Mil
% of Portfolio
0.64%
Total Estimate Gain
$210,673.99
% of Total Estimate Gain
4.49%

INTEGRAL INVESTMENT ADVISORS, INC.'s JPMorgan Equity Premium Income ETF Holding Summary

As of 2025-03-31, INTEGRAL INVESTMENT ADVISORS, INC. held 35,051.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.00 Mil. This investment constitutes 0.64% of their stock portfolio, and INTEGRAL INVESTMENT ADVISORS, INC. now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2023Q3. And since then INTEGRAL INVESTMENT ADVISORS, INC. has made 5 purchases of JEPI, at an average price of $55.27, for a total of 84,826.00 shares. In addition, there have been 2 sales at an average price of $58.31 for 49,775.00 shares. Based on historical transaction data and JEPI's current price of $56.97, INTEGRAL INVESTMENT ADVISORS, INC.'s estimated gain on his JEPI holdings is $210,673.99, reflecting a 4.49% gain to date.

INTEGRAL INVESTMENT ADVISORS, INC. JEPI ($56.97) Holding Chart

INTEGRAL INVESTMENT ADVISORS, 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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