Waterloo Capital, L.P. JEPI Holdings History
Waterloo Capital, L.P.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Waterloo Capital, L.P. held 18,619.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $1.06 Mil. This investment constitutes 0.1% of their stock portfolio, and Waterloo Capital, L.P. now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q1. And since then Waterloo Capital, L.P. has made 6 purchases of JEPI, at an average price of $55.86, for a total of 111,554.00 shares. In addition, there have been 3 sales at an average price of $58.30 for 92,935.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Waterloo Capital, L.P.'s estimated gain on his JEPI holdings is $247,128.19, reflecting a 3.97% gain to date.
Waterloo Capital, L.P. JEPI ($56.97) Holding Chart
Waterloo Capital, L.P. 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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