Saxony Capital Management, LLC JEPI Holdings History
Saxony Capital Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Saxony Capital Management, LLC held 53,964.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.08 Mil. This investment constitutes 2.71% of their stock portfolio, and Saxony Capital Management, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q1. And since then Saxony Capital Management, LLC has made 5 purchases of JEPI, at an average price of $58.18, for a total of 53,964.00 shares. Based on historical transaction data and JEPI's current price of $57.23, Saxony Capital Management, LLC's estimated gain on his JEPI holdings is $-51,232.18, reflecting a -1.63% gain to date.
Saxony Capital Management, LLC JEPI ($57.23) Holding Chart
Saxony Capital Management, LLC JEPI ($57.23) 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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