Lebenthal Global Advisors, LLC JEPI Holdings History
Lebenthal Global Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Lebenthal Global Advisors, LLC held 631,853.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $36.10 Mil. This investment constitutes 6.77% of their stock portfolio, and Lebenthal Global Advisors, LLC now holds 0.1% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q2. And since then Lebenthal Global Advisors, LLC has made 9 purchases of JEPI, at an average price of $55.02, for a total of 969,818.00 shares. In addition, there have been 3 sales at an average price of $57.33 for 337,965.00 shares. Based on historical transaction data and JEPI's current price of $57.23, Lebenthal Global Advisors, LLC's estimated gain on his JEPI holdings is $2.18 Mil, reflecting a 4.08% gain to date.
Lebenthal Global Advisors, LLC JEPI ($57.23) Holding Chart
Lebenthal Global Advisors, LLC JEPI ($57.23) 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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