Number of Shares
104,194.00
Current Holdings Value*
$5.95 Mil
% of Portfolio
5.43%
Total Estimate Gain
$-8,980.02
% of Total Estimate Gain
-0.15%

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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