ICA Group Wealth Management, LLC JEPI Holdings History
ICA Group Wealth Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2024-06-30, ICA Group Wealth Management, LLC held 80,907.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $4.59 Mil. This investment constitutes 2.75% of their stock portfolio, and ICA Group Wealth Management, LLC now holds -% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q2. And since then ICA Group Wealth Management, LLC has made 9 purchases of JEPI, at an average price of $54.75, for a total of 80,907.00 shares. Based on historical transaction data and JEPI's current price of $56.76, ICA Group Wealth Management, LLC's estimated gain on his JEPI holdings is $162,830.85, reflecting a 3.68% gain to date.
ICA Group Wealth Management, LLC JEPI ($56.76) Holding Chart
ICA Group Wealth Management, LLC JEPI ($56.76) 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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