Independence Asset Advisors, LLC JEPI Holdings History
Independence Asset Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Independence Asset Advisors, LLC held 9,568.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $545,080.00. This investment constitutes 1.77% of their stock portfolio, and Independence Asset Advisors, LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2025Q1. And since then Independence Asset Advisors, LLC has made 1 purchases of JEPI, at an average price of $58.26, for a total of 9,568.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Independence Asset Advisors, LLC's estimated gain on his JEPI holdings is $-12,342.72, reflecting a -2.21% gain to date.
Independence Asset Advisors, LLC JEPI ($56.97) Holding Chart
Independence Asset Advisors, LLC 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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