Regal Investment Advisors LLC JEPI Holdings History
Regal Investment Advisors LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Regal Investment Advisors LLC held 53,914.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.08 Mil. This investment constitutes 0.25% of their stock portfolio, and Regal Investment Advisors LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q3. And since then Regal Investment Advisors LLC has made 13 purchases of JEPI, at an average price of $56.22, for a total of 157,949.00 shares. In addition, there have been 2 sales at an average price of $58.25 for 104,035.00 shares. Based on historical transaction data and JEPI's current price of $56.96, Regal Investment Advisors LLC's estimated gain on his JEPI holdings is $251,038.84, reflecting a 2.83% gain to date.
Regal Investment Advisors LLC JEPI ($56.96) Holding Chart
Regal Investment Advisors LLC JEPI ($56.96) 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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