StrongBox Wealth, LLC JEPI Holdings History
StrongBox Wealth, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, StrongBox Wealth, LLC held 148,751.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $8.46 Mil. This investment constitutes 3.21% of their stock portfolio, and StrongBox Wealth, LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q3. And since then StrongBox Wealth, LLC has made 12 purchases of JEPI, at an average price of $56.76, for a total of 156,982.00 shares. In addition, there have been 4 sales at an average price of $57.65 for 8,231.00 shares. Based on historical transaction data and JEPI's current price of $57.02, StrongBox Wealth, LLC's estimated gain on his JEPI holdings is $46,801.62, reflecting a 0.53% gain to date.
StrongBox Wealth, LLC JEPI ($57.02) Holding Chart
StrongBox Wealth, LLC JEPI ($57.02) 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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