21 West Wealth Management LLC JEPQ Holdings History
Number of Shares
97,766.00
Current Holdings Value*
$5.32 Mil
% of Portfolio
5.37%
Total Estimate Gain
$339,248.02
% of Total Estimate Gain
6.73%
21 West Wealth Management LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, 21 West Wealth Management LLC held 97,766.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $5.32 Mil. This investment constitutes 5.37% of their stock portfolio, and 21 West Wealth Management LLC now holds 0.02% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2025Q2. Based on historical transaction data and JEPQ's current price of $55.02, 21 West Wealth Management LLC's estimated gain on his JEPQ holdings is $339,248.02, reflecting a 6.73% gain to date.
21 West Wealth Management LLC JEPQ ($55.02) Holding Chart
21 West Wealth Management LLC JEPQ ($55.02) 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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