Vivid Wealth Management, LLC JEPI Holdings History
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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