Campbell Deegan Wealth Management, LLC JEPI Holdings History
Campbell Deegan Wealth Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Campbell Deegan Wealth Management, LLC held 40,502.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.31 Mil. This investment constitutes 2.66% of their stock portfolio, and Campbell Deegan Wealth Management, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then Campbell Deegan Wealth Management, LLC has made 1 purchases of JEPI, at an average price of $58.89, for a total of 40,502.00 shares. Based on historical transaction data and JEPI's current price of $57.23, Campbell Deegan Wealth Management, LLC's estimated gain on his JEPI holdings is $-67,033.54, reflecting a -2.81% gain to date.
Campbell Deegan Wealth Management, LLC JEPI ($57.23) Holding Chart
Campbell Deegan Wealth Management, 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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