Ten Capital Wealth Advisors, LLC JEPI Holdings History
Ten Capital Wealth Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2023-06-30, Ten Capital Wealth Advisors, LLC held 449,845.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $24.89 Mil. This investment constitutes 7.22% of their stock portfolio, and Ten Capital Wealth Advisors, LLC now holds 0.1% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q1. And since then Ten Capital Wealth Advisors, LLC has made 5 purchases of JEPI, at an average price of $57.66, for a total of 462,949.00 shares. In addition, there have been 1 sales at an average price of $54.36 for 13,104.00 shares. Based on historical transaction data and JEPI's current price of $56.53, Ten Capital Wealth Advisors, LLC's estimated gain on his JEPI holdings is $-552,180.65, reflecting a -2.07% gain to date.
Ten Capital Wealth Advisors, LLC JEPI ($56.53) Holding Chart
Ten Capital Wealth Advisors, LLC JEPI ($56.53) 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
