NAPATREE CAPITAL LLC JEPI Holdings History
NAPATREE CAPITAL LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, NAPATREE CAPITAL LLC held 63,674.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.64 Mil. This investment constitutes 2.05% of their stock portfolio, and NAPATREE CAPITAL LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q4. And since then NAPATREE CAPITAL LLC has made 4 purchases of JEPI, at an average price of $55.52, for a total of 64,553.00 shares. In addition, there have been 1 sales at an average price of $56.34 for 879.00 shares. Based on historical transaction data and JEPI's current price of $56.97, NAPATREE CAPITAL LLC's estimated gain on his JEPI holdings is $93,266.62, reflecting a 2.60% gain to date.
NAPATREE CAPITAL LLC JEPI ($56.97) Holding Chart
NAPATREE CAPITAL 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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