Number of Shares
37,000.00
Current Holdings Value*
$1.95 Mil
% of Portfolio
9.67%
Total Estimate Gain
$147,260.00
% of Total Estimate Gain
7.82%

Anchor Risk Managed Income Strategies Fund's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary

As of 2025-05-31, Anchor Risk Managed Income Strategies Fund held 37,000.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $1.95 Mil. This investment constitutes 9.67% of their stock portfolio, and Anchor Risk Managed Income Strategies Fund now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.

The initial trade took place in 2024Q1. And since then Anchor Risk Managed Income Strategies Fund has made 1 purchases of JEPQ, at an average price of $50.91, for a total of 37,000.00 shares. Based on historical transaction data and JEPQ's current price of $54.89, Anchor Risk Managed Income Strategies Fund's estimated gain on his JEPQ holdings is $147,260.00, reflecting a 7.82% gain to date.

Anchor Risk Managed Income Strategies Fund JEPQ ($54.89) Holding Chart

Anchor Risk Managed Income Strategies Fund JEPQ ($54.89) 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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