Wagner Wealth Management, LLC JEPI Holdings History
Wagner Wealth Management, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Wagner Wealth Management, LLC held 384,890.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $21.99 Mil. This investment constitutes 5.48% of their stock portfolio, and Wagner Wealth Management, LLC now holds 0.06% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2021Q3. And since then Wagner Wealth Management, LLC has made 12 purchases of JEPI, at an average price of $54.81, for a total of 492,188.00 shares. In addition, there have been 3 sales at an average price of $55.58 for 107,298.00 shares. Based on historical transaction data and JEPI's current price of $56.76, Wagner Wealth Management, LLC's estimated gain on his JEPI holdings is $833,209.82, reflecting a 3.09% gain to date.
Wagner Wealth Management, LLC JEPI ($56.76) Holding Chart
Wagner Wealth Management, LLC JEPI ($56.76) 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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