Innovative Wealth Building LLC JEPI Holdings History
Innovative Wealth Building LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Innovative Wealth Building LLC held 17,753.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $1.01 Mil. This investment constitutes 0.93% of their stock portfolio, and Innovative Wealth Building LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q4. And since then Innovative Wealth Building LLC has made 1 purchases of JEPI, at an average price of $58.72, for a total of 17,753.00 shares. Based on historical transaction data and JEPI's current price of $56.66, Innovative Wealth Building LLC's estimated gain on his JEPI holdings is $-36,617.76, reflecting a -3.51% gain to date.
Innovative Wealth Building LLC JEPI ($56.66) Holding Chart
Innovative Wealth Building LLC JEPI ($56.66) 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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