Teamwork Financial Advisors, LLC JEPI Holdings History
Teamwork Financial Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Teamwork Financial Advisors, LLC held 907,939.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $51.62 Mil. This investment constitutes 5.98% of their stock portfolio, and Teamwork Financial Advisors, LLC now holds 0.13% 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 9 purchases of JEPI, at an average price of $55.91, for a total of 948,349.00 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 $623,863.57, reflecting a 1.18% 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 % | |||
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