OAK HARBOR WEALTH PARTNERS, LLC JEPI Holdings History
OAK HARBOR WEALTH PARTNERS, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, OAK HARBOR WEALTH PARTNERS, LLC held 48,117.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.75 Mil. This investment constitutes 0.79% of their stock portfolio, and OAK HARBOR WEALTH PARTNERS, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q1. And since then OAK HARBOR WEALTH PARTNERS, LLC has made 6 purchases of JEPI, at an average price of $54.59, for a total of 62,659.00 shares. In addition, there have been 3 sales at an average price of $58.17 for 14,542.00 shares. Based on historical transaction data and JEPI's current price of $57.17, OAK HARBOR WEALTH PARTNERS, LLC's estimated gain on his JEPI holdings is $176,567.41, reflecting a 5.16% gain to date.
OAK HARBOR WEALTH PARTNERS, LLC JEPI ($57.17) Holding Chart
OAK HARBOR WEALTH PARTNERS, LLC JEPI ($57.17) 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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