LEE JOHNSON CAPITAL MANAGEMENT, LLC JEPI Holdings History
LEE JOHNSON CAPITAL MANAGEMENT, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, LEE JOHNSON CAPITAL MANAGEMENT, LLC held 414,243.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $23.55 Mil. This investment constitutes 8.1% of their stock portfolio, and LEE JOHNSON CAPITAL MANAGEMENT, LLC now holds 0.06% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q4. And since then LEE JOHNSON CAPITAL MANAGEMENT, LLC has made 8 purchases of JEPI, at an average price of $55.05, for a total of 1.32 Mil shares. In addition, there have been 4 sales at an average price of $54.25 for 910,553.00 shares. Based on historical transaction data and JEPI's current price of $57.15, LEE JOHNSON CAPITAL MANAGEMENT, LLC's estimated gain on his JEPI holdings is $143,268.03, reflecting a 0.20% gain to date.
LEE JOHNSON CAPITAL MANAGEMENT, LLC JEPI ($57.15) Holding Chart
LEE JOHNSON CAPITAL MANAGEMENT, LLC JEPI ($57.15) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
