Signature Wealth Management Partners, LLC JEPI Holdings History
Signature Wealth Management Partners, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-06-30, Signature Wealth Management Partners, LLC held 237,623.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $13.51 Mil. This investment constitutes 7.72% of their stock portfolio, and Signature Wealth Management Partners, LLC now holds 0.03% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2022Q3. And since then Signature Wealth Management Partners, LLC has made 12 purchases of JEPI, at an average price of $55.41, for a total of 237,623.00 shares. Based on historical transaction data and JEPI's current price of $57.15, Signature Wealth Management Partners, LLC's estimated gain on his JEPI holdings is $414,144.52, reflecting a 3.15% gain to date.
Signature Wealth Management Partners, LLC JEPI ($57.15) Holding Chart
Signature Wealth Management Partners, LLC JEPI ($57.15) 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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