Perissos Private Wealth Management, LLC JEPI Holdings History
Perissos Private Wealth Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Perissos Private Wealth Management, LLC held 104,194.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $5.95 Mil. This investment constitutes 5.43% of their stock portfolio, and Perissos Private Wealth Management, LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q1. And since then Perissos Private Wealth Management, LLC has made 4 purchases of JEPI, at an average price of $56.92, for a total of 104,194.00 shares. Based on historical transaction data and JEPI's current price of $56.83, Perissos Private Wealth Management, LLC's estimated gain on his JEPI holdings is $-8,980.02, reflecting a -0.15% gain to date.
Perissos Private Wealth Management, LLC JEPI ($56.83) Holding Chart
Perissos Private Wealth Management, LLC JEPI ($56.83) 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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