Number of Shares
111,340.00
Current Holdings Value*
$6.36 Mil
% of Portfolio
0.9%
Total Estimate Gain
$-230,519.28
% of Total Estimate Gain
-1.03%

MidWestOne Financial Group, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary

As of 2025-03-31, MidWestOne Financial Group, Inc. held 111,340.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $6.36 Mil. This investment constitutes 0.9% of their stock portfolio, and MidWestOne Financial Group, Inc. now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2021Q2. And since then MidWestOne Financial Group, Inc. has made 9 purchases of JEPI, at an average price of $57.84, for a total of 388,380.00 shares. In addition, there have been 7 sales at an average price of $57.44 for 277,040.00 shares. Based on historical transaction data and JEPI's current price of $56.78, MidWestOne Financial Group, Inc.'s estimated gain on his JEPI holdings is $-230,519.28, reflecting a -1.03% gain to date.

MidWestOne Financial Group, Inc. JEPI ($56.78) Holding Chart

MidWestOne Financial Group, Inc. JEPI ($56.78) 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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