CIC Wealth, LLC JEPI Holdings History
CIC Wealth, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 125,075.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $7.44 Mil. This investment constitutes 1.92% of their stock portfolio, and CIC Wealth, LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q4. And since then CIC Wealth, LLC has made 7 purchases of JEPI, at an average price of $54.59, for a total of 125,075.00 shares. Based on historical transaction data and JEPI's current price of $57.23, CIC Wealth, LLC's estimated gain on his JEPI holdings is $330,409.97, reflecting a 4.84% gain to date.
CIC Wealth, LLC JEPI ($57.23) Holding Chart
CIC Wealth, LLC JEPI ($57.23) 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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