Prosperity Consulting Group, LLC JEPI Holdings History
Prosperity Consulting Group, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Prosperity Consulting Group, LLC held 763,976.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $43.65 Mil. This investment constitutes 3.37% of their stock portfolio, and Prosperity Consulting Group, LLC now holds 0.12% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q3. And since then Prosperity Consulting Group, LLC has made 11 purchases of JEPI, at an average price of $56.02, for a total of 763,976.00 shares. Based on historical transaction data and JEPI's current price of $56.81, Prosperity Consulting Group, LLC's estimated gain on his JEPI holdings is $603,797.00, reflecting a 1.41% gain to date.
Prosperity Consulting Group, LLC JEPI ($56.81) Holding Chart
Prosperity Consulting Group, LLC JEPI ($56.81) 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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