Trinity Legacy Partners, LLC JEPI Holdings History
Trinity Legacy Partners, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Trinity Legacy Partners, LLC held 251,590.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $14.10 Mil. This investment constitutes 3.57% of their stock portfolio, and Trinity Legacy Partners, LLC now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q3. And since then Trinity Legacy Partners, LLC has made 9 purchases of JEPI, at an average price of $55.33, for a total of 291,419.00 shares. In addition, there have been 2 sales at an average price of $56.45 for 39,829.00 shares. Based on historical transaction data and JEPI's current price of $57.02, Trinity Legacy Partners, LLC's estimated gain on his JEPI holdings is $468,945.67, reflecting a 2.91% gain to date.
Trinity Legacy Partners, LLC JEPI ($57.02) Holding Chart
Trinity Legacy Partners, LLC JEPI ($57.02) 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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