BOYUM WEALTH ARCHITECTS LLC JEPI Holdings History
Number of Shares
87,760.00
Current Holdings Value*
$4.99 Mil
% of Portfolio
3.67%
Total Estimate Gain
$-108,336.96
% of Total Estimate Gain
-2.12%
BOYUM WEALTH ARCHITECTS LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, BOYUM WEALTH ARCHITECTS LLC held 87,760.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $4.99 Mil. This investment constitutes 3.67% of their stock portfolio, and BOYUM WEALTH ARCHITECTS LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2025Q1. And since then BOYUM WEALTH ARCHITECTS LLC has made 1 purchases of JEPI, at an average price of $58.20, for a total of 87,760.00 shares. Based on historical transaction data and JEPI's current price of $56.97, BOYUM WEALTH ARCHITECTS LLC's estimated gain on his JEPI holdings is $-108,336.96, reflecting a -2.12% gain to date.
BOYUM WEALTH ARCHITECTS LLC JEPI ($56.97) Holding Chart
BOYUM WEALTH ARCHITECTS 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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