SMART Wealth LLC JEPI Holdings History
SMART Wealth LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, SMART Wealth LLC held 124,866.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $7.13 Mil. This investment constitutes 2.56% of their stock portfolio, and SMART Wealth LLC now holds 0.02% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q4. And since then SMART Wealth LLC has made 3 purchases of JEPI, at an average price of $57.17, for a total of 124,866.00 shares. Based on historical transaction data and JEPI's current price of $57.20, SMART Wealth LLC's estimated gain on his JEPI holdings is $3,140.52, reflecting a 0.04% gain to date.
SMART Wealth LLC JEPI ($57.20) Holding Chart
SMART Wealth LLC JEPI ($57.20) 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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