Lee Financial Group Hawaii, Inc. JEPI Holdings History
Lee Financial Group Hawaii, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2024-03-31, Lee Financial Group Hawaii, Inc. held 36,675.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.12 Mil. This investment constitutes 1.66% of their stock portfolio, and Lee Financial Group Hawaii, Inc. now holds -% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q2. And since then Lee Financial Group Hawaii, Inc. has made 10 purchases of JEPI, at an average price of $56.06, for a total of 37,431.00 shares. In addition, there have been 2 sales at an average price of $55.80 for 756.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Lee Financial Group Hawaii, Inc.'s estimated gain on his JEPI holdings is $33,148.65, reflecting a 1.58% gain to date.
Lee Financial Group Hawaii, Inc. JEPI ($56.97) Holding Chart
Lee Financial Group Hawaii, 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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