Number of Shares
85,446.00
Current Holdings Value*
$4.88 Mil
% of Portfolio
0.71%
Total Estimate Gain
$30,339.17
% of Total Estimate Gain
0.36%

Intrua Financial, LLC's JPMorgan Equity Premium Income ETF Holding Summary

As of 2025-03-31, Intrua Financial, LLC held 85,446.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $4.88 Mil. This investment constitutes 0.71% of their stock portfolio, and Intrua Financial, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2023Q2. And since then Intrua Financial, LLC has made 4 purchases of JEPI, at an average price of $55.06, for a total of 153,028.00 shares. In addition, there have been 4 sales at an average price of $54.17 for 67,582.00 shares. Based on historical transaction data and JEPI's current price of $56.13, Intrua Financial, LLC's estimated gain on his JEPI holdings is $30,339.17, reflecting a 0.36% gain to date.

Intrua Financial, LLC JEPI ($56.13) Holding Chart

Intrua Financial, LLC JEPI ($56.13) 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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