WNY Asset Management, LLC JEPI Holdings History
WNY Asset Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, WNY Asset Management, LLC held 335,828.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $19.19 Mil. This investment constitutes 2.28% of their stock portfolio, and WNY Asset Management, LLC now holds 0.05% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then WNY Asset Management, LLC has made 9 purchases of JEPI, at an average price of $56.02, for a total of 415,002.00 shares. In addition, there have been 1 sales at an average price of $59.38 for 79,174.00 shares. Based on historical transaction data and JEPI's current price of $57.15, WNY Asset Management, LLC's estimated gain on his JEPI holdings is $645,989.55, reflecting a 2.78% gain to date.
WNY Asset Management, LLC JEPI ($57.15) Holding Chart
WNY Asset Management, LLC JEPI ($57.15) 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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