Quaker Wealth Management, LLC JEPI Holdings History
Quaker Wealth Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Quaker Wealth Management, LLC held - shares of JPMorgan Equity Premium Income ETF(JEPI), totaling N/A. This investment constitutes 0% of their stock portfolio, and Quaker Wealth Management, LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q3. And since then Quaker Wealth Management, LLC has made 1 purchases of JEPI, at an average price of $57.52, for a total of 253,467.00 shares. In addition, there have been 1 sales at an average price of $58.26 for 253,467.00 shares. Based on historical transaction data and JEPI's current price of $56.66, Quaker Wealth Management, LLC's estimated gain on his JEPI holdings is $187,565.58, reflecting a 1.29% gain to date.
Quaker Wealth Management, LLC JEPI ($56.66) Holding Chart
Quaker Wealth Management, LLC JEPI ($56.66) 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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