Magnus Financial Group LLC JEPI Holdings History
Magnus Financial Group LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Magnus Financial Group LLC held 262,839.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $14.94 Mil. This investment constitutes 1.31% of their stock portfolio, and Magnus Financial Group LLC now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q3. And since then Magnus Financial Group LLC has made 7 purchases of JEPI, at an average price of $54.59, for a total of 786,079.00 shares. In addition, there have been 5 sales at an average price of $55.86 for 523,240.00 shares. Based on historical transaction data and JEPI's current price of $57.15, Magnus Financial Group LLC's estimated gain on his JEPI holdings is $1.34 Mil, reflecting a 3.12% gain to date.
Magnus Financial Group LLC JEPI ($57.15) Holding Chart
Magnus Financial Group LLC JEPI ($57.15) 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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