Prentice Wealth Management LLC JEPI Holdings History
Prentice Wealth Management LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Prentice Wealth Management LLC held 158,339.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $9.05 Mil. This investment constitutes 2.61% of their stock portfolio, and Prentice Wealth Management LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q2. And since then Prentice Wealth Management LLC has made 7 purchases of JEPI, at an average price of $57.04, for a total of 451,721.00 shares. In addition, there have been 5 sales at an average price of $54.92 for 293,382.00 shares. Based on historical transaction data and JEPI's current price of $57.17, Prentice Wealth Management LLC's estimated gain on his JEPI holdings is $-602,300.84, reflecting a -2.34% gain to date.
Prentice Wealth Management LLC JEPI ($57.17) Holding Chart
Prentice 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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