Legacy Financial Strategies, LLC JEPI Holdings History
Legacy Financial Strategies, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Legacy Financial Strategies, LLC held 21,518.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $1.22 Mil. This investment constitutes 0.24% of their stock portfolio, and Legacy Financial Strategies, LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q1. And since then Legacy Financial Strategies, LLC has made 5 purchases of JEPI, at an average price of $57.46, for a total of 33,914.00 shares. In addition, there have been 1 sales at an average price of $55.42 for 12,396.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Legacy Financial Strategies, LLC's estimated gain on his JEPI holdings is $-35,950.97, reflecting a -1.84% gain to date.
Legacy Financial Strategies, LLC JEPI ($56.97) Holding Chart
Legacy Financial Strategies, LLC 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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