Navis Wealth Advisors, LLC JEPI Holdings History
Navis Wealth Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Navis Wealth Advisors, LLC held 14,087.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $804,930.00. This investment constitutes 0.79% of their stock portfolio, and Navis Wealth Advisors, LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then Navis Wealth Advisors, LLC has made 3 purchases of JEPI, at an average price of $55.62, for a total of 22,358.00 shares. In addition, there have been 2 sales at an average price of $58.22 for 8,271.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Navis Wealth Advisors, LLC's estimated gain on his JEPI holdings is $40,404.48, reflecting a 3.25% gain to date.
Navis Wealth Advisors, LLC JEPI ($56.97) Holding Chart
Navis Wealth Advisors, 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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