Number of Shares
91,604.00
Current Holdings Value*
$5.23 Mil
% of Portfolio
4.81%
Total Estimate Gain
$193,023.12
% of Total Estimate Gain
3.45%

J2 Capital Management Inc's JPMorgan Equity Premium Income ETF Holding Summary

As of 2025-03-31, J2 Capital Management Inc held 91,604.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $5.23 Mil. This investment constitutes 4.81% of their stock portfolio, and J2 Capital Management Inc now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2022Q2. And since then J2 Capital Management Inc has made 4 purchases of JEPI, at an average price of $54.85, for a total of 102,033.00 shares. In addition, there have been 2 sales at an average price of $54.71 for 10,429.00 shares. Based on historical transaction data and JEPI's current price of $56.97, J2 Capital Management Inc's estimated gain on his JEPI holdings is $193,023.12, reflecting a 3.45% gain to date.

J2 Capital Management Inc JEPI ($56.97) Holding Chart

J2 Capital Management 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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