Selective Wealth Management, Inc. JEPI Holdings History
Selective Wealth Management, Inc.'s JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held 162,137.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $8.75 Mil. This investment constitutes 3.81% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q2. And since then Selective Wealth Management, Inc. has made 7 purchases of JEPI, at an average price of $55.01, for a total of 195,667.00 shares. In addition, there have been 3 sales at an average price of $55.77 for 33,530.00 shares. Based on historical transaction data and JEPI's current price of $56.66, Selective Wealth Management, Inc.'s estimated gain on his JEPI holdings is $293,961.87, reflecting a 2.73% gain to date.
Selective Wealth Management, Inc. JEPI ($56.66) Holding Chart
Selective Wealth Management, Inc. 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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