Rezny Wealth Management, Inc. JEPI Holdings History
Rezny Wealth Management, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Rezny Wealth Management, Inc. held 278,617.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $15.84 Mil. This investment constitutes 3.57% of their stock portfolio, and Rezny Wealth Management, Inc. now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q1. And since then Rezny Wealth Management, Inc. has made 8 purchases of JEPI, at an average price of $54.36, for a total of 284,986.00 shares. In addition, there have been 2 sales at an average price of $56.43 for 6,369.00 shares. Based on historical transaction data and JEPI's current price of $56.97, Rezny Wealth Management, Inc.'s estimated gain on his JEPI holdings is $740,473.07, reflecting a 4.78% gain to date.
Rezny Wealth Management, Inc. JEPI ($56.97) Holding Chart
Rezny Wealth Management, Inc. JEPI ($56.97) 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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