Truadvice, LLC JEPI Holdings History
Truadvice, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2023-09-30, Truadvice, LLC held 76,360.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $4.11 Mil. This investment constitutes 1.69% of their stock portfolio, and Truadvice, LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then Truadvice, LLC has made 4 purchases of JEPI, at an average price of $54.49, for a total of 76,360.00 shares. Based on historical transaction data and JEPI's current price of $57.22, Truadvice, LLC's estimated gain on his JEPI holdings is $208,663.38, reflecting a 5.01% gain to date.
Truadvice, LLC JEPI ($57.22) Holding Chart
Truadvice, LLC JEPI ($57.22) 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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