Wealth Advisors Of Iowa, LLC JEPI Holdings History
Wealth Advisors of Iowa, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, Wealth Advisors of Iowa, LLC held 271,552.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $15.52 Mil. This investment constitutes 6.67% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.04% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2023Q2. And since then Wealth Advisors of Iowa, LLC has made 8 purchases of JEPI, at an average price of $56.04, for a total of 271,552.00 shares. Based on historical transaction data and JEPI's current price of $56.49, Wealth Advisors of Iowa, LLC's estimated gain on his JEPI holdings is $122,945.63, reflecting a 0.81% gain to date.
Wealth Advisors of Iowa, LLC JEPI ($56.49) Holding Chart
Wealth Advisors of Iowa, LLC JEPI ($56.49) 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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