Teamwork Financial Advisors, LLC JEPI Holdings History
Teamwork Financial Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Teamwork Financial Advisors, LLC held 753,687.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $43.07 Mil. This investment constitutes 5.74% of their stock portfolio, and Teamwork Financial Advisors, LLC now holds 0.12% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then Teamwork Financial Advisors, LLC has made 8 purchases of JEPI, at an average price of $56.01, for a total of 794,097.00 shares. In addition, there have been 2 sales at an average price of $54.61 for 40,410.00 shares. Based on historical transaction data and JEPI's current price of $56.66, Teamwork Financial Advisors, LLC's estimated gain on his JEPI holdings is $432,591.09, reflecting a 0.97% gain to date.
Teamwork Financial Advisors, LLC JEPI ($56.66) Holding Chart
Teamwork Financial Advisors, LLC JEPI ($56.66) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
