Foguth Wealth Management, LLC. JEPI Holdings History
Foguth Wealth Management, LLC.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Foguth Wealth Management, LLC. held 188,958.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $10.80 Mil. This investment constitutes 2.62% of their stock portfolio, and Foguth Wealth Management, LLC. now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q1. And since then Foguth Wealth Management, LLC. has made 3 purchases of JEPI, at an average price of $57.48, for a total of 278,633.00 shares. In addition, there have been 1 sales at an average price of $58.26 for 89,675.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Foguth Wealth Management, LLC.'s estimated gain on his JEPI holdings is $-25,300.56, reflecting a -0.16% gain to date.
Foguth Wealth Management, LLC. JEPI ($56.97) Holding Chart
Foguth 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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