ADG Wealth Management Group, LLC JEPQ Holdings History
ADG Wealth Management Group, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, ADG Wealth Management Group, LLC held 134,432.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $6.96 Mil. This investment constitutes 6.56% of their stock portfolio, and ADG Wealth Management Group, LLC now holds 0.03% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $55.70 for 20,972.00 shares. Based on historical transaction data and JEPQ's current price of $54.03, ADG Wealth Management Group, LLC's estimated gain on his JEPQ holdings is $-297,541.32, reflecting a -3.41% gain to date.
ADG Wealth Management Group, LLC JEPQ ($54.03) Holding Chart
ADG Wealth Management Group, LLC JEPQ ($54.03) 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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