Rooted Wealth Advisors, Inc. JEPI Holdings History
Rooted Wealth Advisors, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Rooted Wealth Advisors, Inc. held 264,139.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $14.99 Mil. This investment constitutes 5.18% of their stock portfolio, and Rooted Wealth Advisors, Inc. now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q2. And since then Rooted Wealth Advisors, Inc. has made 9 purchases of JEPI, at an average price of $55.71, for a total of 264,139.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Rooted Wealth Advisors, Inc.'s estimated gain on his JEPI holdings is $331,844.03, reflecting a 2.25% gain to date.
Rooted Wealth Advisors, Inc. JEPI ($56.97) Holding Chart
Rooted Wealth Advisors, Inc. JEPI ($56.97) 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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