ADG Wealth Management Group, LLC JEPI Holdings History
ADG Wealth Management Group, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held 174,994.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $10.00 Mil. This investment constitutes 9.43% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then ADG Wealth Management Group, LLC has made 1 purchases of JEPI, at an average price of $59.30, for a total of 174,994.00 shares. Based on historical transaction data and JEPI's current price of $57.02, ADG Wealth Management Group, LLC's estimated gain on his JEPI holdings is $-399,596.24, reflecting a -3.85% gain to date.
ADG Wealth Management Group, LLC JEPI ($57.02) Holding Chart
ADG Wealth Management Group, LLC JEPI ($57.02) 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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