Evergreen Wealth Management, LLC JEPI Holdings History
Evergreen Wealth Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 120,421.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $6.88 Mil. This investment constitutes 4.11% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q3. And since then Evergreen Wealth Management, LLC has made 4 purchases of JEPI, at an average price of $55.49, for a total of 126,612.00 shares. In addition, there have been 1 sales at an average price of $59.38 for 6,191.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Evergreen Wealth Management, LLC's estimated gain on his JEPI holdings is $202,084.13, reflecting a 2.88% gain to date.
Evergreen Wealth Management, LLC JEPI ($56.97) Holding Chart
Evergreen 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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