Number of Shares
671,810.00
Current Holdings Value*
$38.39 Mil
% of Portfolio
10.18%
Total Estimate Gain
$1.74 Mil
% of Total Estimate Gain
4.72%

Pacific Center for Financial Services's JPMorgan Equity Premium Income ETF Holding Summary

As of 2025-03-31, Pacific Center for Financial Services held 671,810.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $38.39 Mil. This investment constitutes 10.18% of their stock portfolio, and Pacific Center for Financial Services now holds 0.1% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2021Q4. And since then Pacific Center for Financial Services has made 11 purchases of JEPI, at an average price of $54.58, for a total of 673,667.00 shares. In addition, there have been 1 sales at an average price of $53.92 for 1,857.00 shares. Based on historical transaction data and JEPI's current price of $57.17, Pacific Center for Financial Services's estimated gain on his JEPI holdings is $1.74 Mil, reflecting a 4.72% gain to date.

Pacific Center for Financial Services JEPI ($57.17) Holding Chart

Pacific Center for Financial Services 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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