St. Clair Advisors, LLC JEPI Holdings History
St. Clair Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, St. Clair Advisors, LLC held 296,967.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $16.88 Mil. This investment constitutes 4.42% of their stock portfolio, and St. Clair Advisors, LLC now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q1. And since then St. Clair Advisors, LLC has made 7 purchases of JEPI, at an average price of $54.68, for a total of 307,235.00 shares. In addition, there have been 2 sales at an average price of $57.66 for 10,268.00 shares. Based on historical transaction data and JEPI's current price of $56.97, St. Clair Advisors, LLC's estimated gain on his JEPI holdings is $710,709.29, reflecting a 4.23% gain to date.
St. Clair Advisors, LLC JEPI ($56.97) Holding Chart
St. Clair Advisors, LLC 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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