WEALTHSPAN PARTNERS, LLC JEPI Holdings History
WEALTHSPAN PARTNERS, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, WEALTHSPAN PARTNERS, LLC held 57,382.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $3.28 Mil. This investment constitutes 1.51% of their stock portfolio, and WEALTHSPAN PARTNERS, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q1. And since then WEALTHSPAN PARTNERS, LLC has made 10 purchases of JEPI, at an average price of $56.98, for a total of 57,382.00 shares. Based on historical transaction data and JEPI's current price of $57.17, WEALTHSPAN PARTNERS, LLC's estimated gain on his JEPI holdings is $11,082.76, reflecting a 0.34% gain to date.
WEALTHSPAN PARTNERS, LLC JEPI ($57.17) Holding Chart
WEALTHSPAN PARTNERS, LLC JEPI ($57.17) 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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