Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$-1,712.27
% of Total Estimate Gain
-0.02%

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's JPMorgan Equity Premium Income ETF Holding Summary

As of 2024-12-31, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC held - shares of JPMorgan Equity Premium Income ETF(JEPI), totaling N/A. This investment constitutes 0% of their stock portfolio, and ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC now holds 0% of the outstanding JPMorgan Equity Premium Income ETF(JEPI) stock.

The initial trade took place in 2021Q4. And since then ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC has made 10 purchases of JEPI, at an average price of $59.10, for a total of 172,269.00 shares. In addition, there have been 2 sales at an average price of $59.09 for 172,269.00 shares. Based on historical transaction data and JEPI's current price of $57.12, ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC's estimated gain on his JEPI holdings is $-1,712.27, reflecting a -0.02% gain to date.

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC JEPI ($57.12) Holding Chart

ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC JEPI ($57.12) 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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