RETIREMENT FINANCIAL SOLUTIONS, LLC JEPI Holdings History
RETIREMENT FINANCIAL SOLUTIONS, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, RETIREMENT FINANCIAL SOLUTIONS, LLC held 120,016.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $6.86 Mil. This investment constitutes 4.15% of their stock portfolio, and RETIREMENT FINANCIAL SOLUTIONS, LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q3. And since then RETIREMENT FINANCIAL SOLUTIONS, LLC has made 5 purchases of JEPI, at an average price of $54.43, for a total of 142,527.00 shares. In addition, there have been 2 sales at an average price of $59.02 for 22,511.00 shares. Based on historical transaction data and JEPI's current price of $56.53, RETIREMENT FINANCIAL SOLUTIONS, LLC's estimated gain on his JEPI holdings is $355,224.32, reflecting a 4.58% gain to date.
RETIREMENT FINANCIAL SOLUTIONS, LLC JEPI ($56.53) Holding Chart
RETIREMENT FINANCIAL SOLUTIONS, LLC JEPI ($56.53) 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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