Integrity Investment Advisors, LLC JEPI Holdings History
Number of Shares
119,182.00
Current Holdings Value*
$6.81 Mil
% of Portfolio
6.22%
Total Estimate Gain
$-221,678.52
% of Total Estimate Gain
-3.19%
Integrity Investment Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Integrity Investment Advisors, LLC held 119,182.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $6.81 Mil. This investment constitutes 6.22% of their stock portfolio, and Integrity Investment Advisors, LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2025Q1. Based on historical transaction data and JEPI's current price of $56.40, Integrity Investment Advisors, LLC's estimated gain on his JEPI holdings is $-221,678.52, reflecting a -3.19% gain to date.
Integrity Investment Advisors, LLC JEPI ($56.40) Holding Chart
Integrity Investment Advisors, LLC JEPI ($56.40) 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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