Marshall Financial Group, LLC JEPI Holdings History
Marshall Financial Group, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Marshall Financial Group, LLC held 18,295.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $1.04 Mil. This investment constitutes 0.2% of their stock portfolio, and Marshall Financial Group, LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q1. And since then Marshall Financial Group, LLC has made 4 purchases of JEPI, at an average price of $56.54, for a total of 114,575.00 shares. In addition, there have been 2 sales at an average price of $58.13 for 96,280.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Marshall Financial Group, LLC's estimated gain on his JEPI holdings is $160,437.77, reflecting a 2.48% gain to date.
Marshall Financial Group, LLC JEPI ($56.97) Holding Chart
Marshall Financial Group, 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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