YARGER WEALTH STRATEGIES, LLC JEPI Holdings History
YARGER WEALTH STRATEGIES, LLC's JPMorgan Equity Premium Income ETF Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 8,437.00 shares of JPMorgan Equity Premium Income ETF(JEPI), totaling $482,070.00. This investment constitutes 0.28% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.
The initial trade took place in 2024Q2. And since then YARGER WEALTH STRATEGIES, LLC has made 2 purchases of JEPI, at an average price of $57.75, for a total of 12,052.00 shares. In addition, there have been 2 sales at an average price of $59.29 for 3,615.00 shares. Based on historical transaction data and JEPI's current price of $56.97, YARGER WEALTH STRATEGIES, LLC's estimated gain on his JEPI holdings is $-1,016.79, reflecting a -0.15% gain to date.
YARGER WEALTH STRATEGIES, LLC JEPI ($56.97) Holding Chart
YARGER WEALTH STRATEGIES, LLC JEPI ($56.97) 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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