Number of Shares
171,185.00
Current Holdings Value*
$9.78 Mil
% of Portfolio
3.96%
Total Estimate Gain
$273,444.19
% of Total Estimate Gain
2.87%

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 $57.23, POWER WEALTH MANAGEMENT LLC's estimated gain on his JEPI holdings is $273,444.19, reflecting a 2.87% gain to date.

POWER WEALTH MANAGEMENT LLC JEPI ($57.23) Holding Chart

POWER WEALTH MANAGEMENT LLC JEPI ($57.23) 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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