Turn8 Private Wealth Inc. JEPI Holdings History
Number of Shares
101,121.00
Current Holdings Value*
$5.78 Mil
% of Portfolio
4.52%
Total Estimate Gain
$-312,618.71
% of Total Estimate Gain
-3.51%
Turn8 Private Wealth Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Turn8 Private Wealth Inc. held 101,121.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $5.78 Mil. This investment constitutes 4.52% of their stock portfolio, and Turn8 Private Wealth Inc. now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $58.26 for 48,893.00 shares. Based on historical transaction data and JEPI's current price of $56.83, Turn8 Private Wealth Inc.'s estimated gain on his JEPI holdings is $-312,618.71, reflecting a -3.51% gain to date.
Turn8 Private Wealth Inc. JEPI ($56.83) Holding Chart
Turn8 Private Wealth Inc. JEPI ($56.83) 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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