Steele Capital Management, Inc. JEPI Holdings History
Steele Capital Management, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Steele Capital Management, Inc. held 330,320.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $18.78 Mil. This investment constitutes 0.9% of their stock portfolio, and Steele Capital Management, Inc. now holds 0.05% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q4. And since then Steele Capital Management, Inc. has made 5 purchases of JEPI, at an average price of $54.83, for a total of 369,924.00 shares. In addition, there have been 1 sales at an average price of $55.42 for 39,604.00 shares. Based on historical transaction data and JEPI's current price of $57.15, Steele Capital Management, Inc.'s estimated gain on his JEPI holdings is $790,738.54, reflecting a 3.90% gain to date.
Steele Capital Management, Inc. JEPI ($57.15) Holding Chart
Steele Capital Management, Inc. JEPI ($57.15) 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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