M.E. ALLISON & CO., INC. JEPI Holdings History
M.E. ALLISON & CO., INC.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, M.E. ALLISON & CO., INC. held 48,883.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.79 Mil. This investment constitutes 2.76% of their stock portfolio, and M.E. ALLISON & CO., INC. now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then M.E. ALLISON & CO., INC. has made 1 purchases of JEPI, at an average price of $59.31, for a total of 48,883.00 shares. Based on historical transaction data and JEPI's current price of $57.23, M.E. ALLISON & CO., INC.'s estimated gain on his JEPI holdings is $-101,914.29, reflecting a -3.51% gain to date.
M.E. ALLISON & CO., INC. JEPI ($57.23) Holding Chart
M.E. ALLISON & CO., INC. 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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