IVC Wealth Advisors LLC JEPI Holdings History
IVC Wealth Advisors LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, IVC Wealth Advisors LLC held 187,376.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $10.65 Mil. This investment constitutes 5.19% of their stock portfolio, and IVC Wealth Advisors LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q3. And since then IVC Wealth Advisors LLC has made 11 purchases of JEPI, at an average price of $55.05, for a total of 190,409.00 shares. In addition, there have been 1 sales at an average price of $55.42 for 3,033.00 shares. Based on historical transaction data and JEPI's current price of $57.17, IVC Wealth Advisors LLC's estimated gain on his JEPI holdings is $399,206.75, reflecting a 3.81% gain to date.
IVC Wealth Advisors LLC JEPI ($57.17) Holding Chart
IVC Wealth Advisors LLC JEPI ($57.17) 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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