Capstone Wealth Management Group LLC JEPI Holdings History
Capstone Wealth Management Group LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management Group LLC held 66,797.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.80 Mil. This investment constitutes 2.76% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $55.87 for 10,590.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Capstone Wealth Management Group LLC's estimated gain on his JEPI holdings is $-198,103.37, reflecting a -4.31% gain to date.
Capstone Wealth Management Group LLC JEPI ($56.97) Holding Chart
Capstone Wealth Management Group 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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