AVANTAX ADVISORY SERVICES, INC. JEPQ Holdings History
AVANTAX ADVISORY SERVICES, INC.'s JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, AVANTAX ADVISORY SERVICES, INC. held 969,244.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $50.19 Mil. This investment constitutes 0.3% of their stock portfolio, and AVANTAX ADVISORY SERVICES, INC. now holds 0.21% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2022Q3. And since then AVANTAX ADVISORY SERVICES, INC. has made 7 purchases of JEPQ, at an average price of $55.18, for a total of 977,562.00 shares. In addition, there have been 2 sales at an average price of $42.52 for 8,318.00 shares. Based on historical transaction data and JEPQ's current price of $54.36, AVANTAX ADVISORY SERVICES, INC.'s estimated gain on his JEPQ holdings is $-902,981.84, reflecting a -1.67% gain to date.
AVANTAX ADVISORY SERVICES, INC. JEPQ ($54.36) Holding Chart
AVANTAX ADVISORY SERVICES, INC. JEPQ ($54.36) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
