POWER WEALTH MANAGEMENT LLC JEPI Holdings History
POWER WEALTH MANAGEMENT LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, POWER WEALTH MANAGEMENT LLC held 171,185.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $9.78 Mil. This investment constitutes 3.96% of their stock portfolio, and POWER WEALTH MANAGEMENT LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q4. And since then POWER WEALTH MANAGEMENT LLC has made 5 purchases of JEPI, at an average price of $55.63, for a total of 171,185.00 shares. Based on historical transaction data and JEPI's current price of $57.17, POWER WEALTH MANAGEMENT LLC's estimated gain on his JEPI holdings is $263,173.09, reflecting a 2.76% gain to date.
POWER WEALTH MANAGEMENT LLC JEPI ($57.17) Holding Chart
POWER WEALTH MANAGEMENT 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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