Northeast Financial Group, Inc. JEPI Holdings History
Northeast Financial Group, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Northeast Financial Group, Inc. held 215,412.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $12.25 Mil. This investment constitutes 3.57% of their stock portfolio, and Northeast Financial Group, Inc. now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q4. And since then Northeast Financial Group, Inc. has made 6 purchases of JEPI, at an average price of $56.32, for a total of 220,108.00 shares. In addition, there have been 1 sales at an average price of $59.38 for 4,696.00 shares. Based on historical transaction data and JEPI's current price of $57.23, Northeast Financial Group, Inc.'s estimated gain on his JEPI holdings is $209,585.22, reflecting a 1.69% gain to date.
Northeast Financial Group, Inc. JEPI ($57.23) Holding Chart
Northeast Financial Group, Inc. JEPI ($57.23) 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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