MARINO, STRAM & ASSOCIATES LLC JEPI Holdings History
Number of Shares
62,916.00
Current Holdings Value*
$3.58 Mil
% of Portfolio
0.72%
Total Estimate Gain
$34,314.40
% of Total Estimate Gain
0.97%
MARINO, STRAM & ASSOCIATES LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, MARINO, STRAM & ASSOCIATES LLC held 62,916.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.58 Mil. This investment constitutes 0.72% of their stock portfolio, and MARINO, STRAM & ASSOCIATES LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q1. And since then MARINO, STRAM & ASSOCIATES LLC has made 6 purchases of JEPI, at an average price of $56.42, for a total of 62,916.00 shares. Based on historical transaction data and JEPI's current price of $56.97, MARINO, STRAM & ASSOCIATES LLC's estimated gain on his JEPI holdings is $34,314.40, reflecting a 0.97% gain to date.
MARINO, STRAM & ASSOCIATES LLC JEPI ($56.97) Holding Chart
MARINO, STRAM & ASSOCIATES 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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