Apollon Wealth Management, LLC JEPI Holdings History
Apollon Wealth Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Apollon Wealth Management, LLC held 996,040.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $56.91 Mil. This investment constitutes 1.25% of their stock portfolio, and Apollon Wealth Management, LLC now holds 0.15% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then Apollon Wealth Management, LLC has made 10 purchases of JEPI, at an average price of $56.84, for a total of 996,040.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Apollon Wealth Management, LLC's estimated gain on his JEPI holdings is $131,289.28, reflecting a 0.23% gain to date.
Apollon Wealth Management, LLC JEPI ($56.97) Holding Chart
Apollon Wealth Management, LLC 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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