Sulzberger Capital Advisors, Inc. JEPI Holdings History
Sulzberger Capital Advisors, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Sulzberger Capital Advisors, Inc. held 59,608.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.41 Mil. This investment constitutes 4.48% of their stock portfolio, and Sulzberger Capital Advisors, Inc. now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $58.26 for 28,915.00 shares. Based on historical transaction data and JEPI's current price of $57.15, Sulzberger Capital Advisors, Inc.'s estimated gain on his JEPI holdings is $-165,310.64, reflecting a -3.14% gain to date.
Sulzberger Capital Advisors, Inc. JEPI ($57.15) Holding Chart
Sulzberger Capital Advisors, 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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