Wealth Enhancement & Preservation Of GA, LLC JEPI Holdings History
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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