Red Mountain Financial, LLC JEPI Holdings History
Red Mountain Financial, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Red Mountain Financial, LLC held 31,694.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $1.81 Mil. This investment constitutes 2.21% of their stock portfolio, and Red Mountain Financial, LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q4. And since then Red Mountain Financial, LLC has made 4 purchases of JEPI, at an average price of $54.53, for a total of 31,694.00 shares. Based on historical transaction data and JEPI's current price of $56.39, Red Mountain Financial, LLC's estimated gain on his JEPI holdings is $58,903.11, reflecting a 3.41% gain to date.
Red Mountain Financial, LLC JEPI ($56.39) Holding Chart
Red Mountain Financial, LLC JEPI ($56.39) 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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