4WEALTH ADVISORS, INC. JEPQ Holdings History
4WEALTH ADVISORS, INC.'s JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, 4WEALTH ADVISORS, INC. held 47,463.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $2.46 Mil. This investment constitutes 2.68% of their stock portfolio, and 4WEALTH ADVISORS, INC. now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. And since then 4WEALTH ADVISORS, INC. has made 1 purchases of JEPQ, at an average price of $56.14, for a total of 47,463.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, 4WEALTH ADVISORS, INC.'s estimated gain on his JEPQ holdings is $-68,601.65, reflecting a -2.57% gain to date.
4WEALTH ADVISORS, INC. JEPQ ($54.69) Holding Chart
4WEALTH ADVISORS, INC. JEPQ ($54.69) 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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