ROTHSCHILD INVESTMENT LLC JEPI Holdings History
ROTHSCHILD INVESTMENT LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, ROTHSCHILD INVESTMENT LLC held 334,166.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $19.09 Mil. This investment constitutes 1.28% of their stock portfolio, and ROTHSCHILD INVESTMENT LLC now holds 0.05% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q4. And since then ROTHSCHILD INVESTMENT LLC has made 5 purchases of JEPI, at an average price of $56.21, for a total of 334,166.00 shares. Based on historical transaction data and JEPI's current price of $57.02, ROTHSCHILD INVESTMENT LLC's estimated gain on his JEPI holdings is $269,826.74, reflecting a 1.44% gain to date.
ROTHSCHILD INVESTMENT LLC JEPI ($57.02) Holding Chart
ROTHSCHILD INVESTMENT LLC JEPI ($57.02) 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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