Number of Shares
102,365.00
Current Holdings Value*
$5.82 Mil
% of Portfolio
2.56%
Total Estimate Gain
$184,704.62
% of Total Estimate Gain
3.14%

Vivid Wealth Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary

As of 2025-06-30, Vivid Wealth Management, LLC held 102,365.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $5.82 Mil. This investment constitutes 2.56% of their stock portfolio, and Vivid Wealth Management, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2023Q4. And since then Vivid Wealth Management, LLC has made 5 purchases of JEPI, at an average price of $55.36, for a total of 106,225.00 shares. In addition, there have been 1 sales at an average price of $55.42 for 3,860.00 shares. Based on historical transaction data and JEPI's current price of $57.16, Vivid Wealth Management, LLC's estimated gain on his JEPI holdings is $184,704.62, reflecting a 3.14% gain to date.

Vivid Wealth Management, LLC JEPI ($57.16) Holding Chart

Vivid Wealth Management, LLC JEPI ($57.16) 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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