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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