Grant Private Wealth Management Inc JEPI Holdings History
Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-143,612.16
% of Total Estimate Gain
-6.12%
Grant Private Wealth Management Inc's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Grant Private Wealth Management Inc held - shares of JPMorgan Equity Premium Income ETF(JEPI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Grant Private Wealth Management Inc now holds 0% 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 $55.75 for 39,536.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Grant Private Wealth Management Inc's estimated gain on his JEPI holdings is $-143,612.16, reflecting a -6.12% gain to date.
Grant Private Wealth Management Inc JEPI ($56.97) Holding Chart
Grant Private Wealth Management Inc 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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