Source Financial Advisors LLC JEPI Holdings History
Source Financial Advisors LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2024-09-30, Source Financial Advisors LLC held 17,835.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $1.06 Mil. This investment constitutes 0.31% of their stock portfolio, and Source Financial Advisors LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q2. And since then Source Financial Advisors LLC has made 5 purchases of JEPI, at an average price of $58.41, for a total of 126,793.00 shares. In addition, there have been 9 sales at an average price of $55.10 for 108,958.00 shares. Based on historical transaction data and JEPI's current price of $56.40, Source Financial Advisors LLC's estimated gain on his JEPI holdings is $-396,542.42, reflecting a -5.35% gain to date.
Source Financial Advisors LLC JEPI ($56.40) Holding Chart
Source Financial Advisors LLC JEPI ($56.40) 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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