THOROUGHBRED FINANCIAL SERVICES, LLC JEPI Holdings History
THOROUGHBRED FINANCIAL SERVICES, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, THOROUGHBRED FINANCIAL SERVICES, LLC held 376,891.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $21.54 Mil. This investment constitutes 1.34% of their stock portfolio, and THOROUGHBRED FINANCIAL SERVICES, LLC now holds 0.06% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q3. And since then THOROUGHBRED FINANCIAL SERVICES, LLC has made 14 purchases of JEPI, at an average price of $54.98, for a total of 389,184.00 shares. In addition, there have been 1 sales at an average price of $55.10 for 12,293.00 shares. Based on historical transaction data and JEPI's current price of $56.97, THOROUGHBRED FINANCIAL SERVICES, LLC's estimated gain on his JEPI holdings is $749,673.95, reflecting a 3.50% gain to date.
THOROUGHBRED FINANCIAL SERVICES, LLC JEPI ($56.97) Holding Chart
THOROUGHBRED FINANCIAL SERVICES, 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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