Verity Asset Management, Inc. JEPI Holdings History
Verity Asset Management, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Verity Asset Management, Inc. held 133,635.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $7.64 Mil. This investment constitutes 3.11% of their stock portfolio, and Verity Asset Management, Inc. now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q1. And since then Verity Asset Management, Inc. has made 6 purchases of JEPI, at an average price of $54.42, for a total of 216,365.00 shares. In addition, there have been 3 sales at an average price of $57.82 for 82,730.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Verity Asset Management, Inc.'s estimated gain on his JEPI holdings is $621,615.91, reflecting a 5.28% gain to date.
Verity Asset Management, Inc. JEPI ($56.97) Holding Chart
Verity Asset Management, Inc. JEPI ($56.97) 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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