Number of Shares
41,142.00
Current Holdings Value*
$2.28 Mil
% of Portfolio
2.19%
Total Estimate Gain
$161,499.16
% of Total Estimate Gain
4.30%

Wealth Enhancement & Preservation of GA, LLC's JPMorgan Equity Premium Income ETF Holding Summary

As of 2023-06-30, Wealth Enhancement & Preservation of GA, LLC held 41,142.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $2.28 Mil. This investment constitutes 2.19% of their stock portfolio, and Wealth Enhancement & Preservation of GA, LLC now holds 0.01% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2022Q4. And since then Wealth Enhancement & Preservation of GA, LLC has made 2 purchases of JEPI, at an average price of $53.31, for a total of 70,515.00 shares. In addition, there have been 1 sales at an average price of $53.86 for 29,373.00 shares. Based on historical transaction data and JEPI's current price of $56.85, Wealth Enhancement & Preservation of GA, LLC's estimated gain on his JEPI holdings is $161,499.16, reflecting a 4.30% gain to date.

Wealth Enhancement & Preservation of GA, LLC JEPI ($56.85) Holding Chart

Wealth Enhancement & Preservation of GA, LLC JEPI ($56.85) 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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