Intrepid Financial Planning Group LLC JEPI Holdings History
Intrepid Financial Planning Group LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 121,634.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $6.95 Mil. This investment constitutes 3.22% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then Intrepid Financial Planning Group LLC has made 10 purchases of JEPI, at an average price of $57.88, for a total of 121,634.00 shares. Based on historical transaction data and JEPI's current price of $55.75, Intrepid Financial Planning Group LLC's estimated gain on his JEPI holdings is $-259,463.18, reflecting a -3.69% gain to date.
Intrepid Financial Planning Group LLC JEPI ($55.75) Holding Chart
Intrepid Financial Planning Group LLC JEPI ($55.75) 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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