Ulland Investment Advisors, LLC JEPI Holdings History
Ulland Investment Advisors, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Ulland Investment Advisors, LLC held 93,734.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $5.33 Mil. This investment constitutes 4.08% of their stock portfolio, and Ulland Investment Advisors, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then Ulland Investment Advisors, LLC has made 3 purchases of JEPI, at an average price of $57.78, for a total of 93,734.00 shares. Based on historical transaction data and JEPI's current price of $57.16, Ulland Investment Advisors, LLC's estimated gain on his JEPI holdings is $-58,542.16, reflecting a -1.08% gain to date.
Ulland Investment Advisors, LLC JEPI ($57.16) Holding Chart
Ulland Investment Advisors, LLC JEPI ($57.16) 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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