Anderson Financial Strategies, LLC JEPQ Holdings History
Anderson Financial Strategies, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Anderson Financial Strategies, LLC held 38,450.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $1.99 Mil. This investment constitutes 1.22% of their stock portfolio, and Anderson Financial Strategies, LLC 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 Anderson Financial Strategies, LLC has made 1 purchases of JEPQ, at an average price of $55.70, for a total of 38,450.00 shares. Based on historical transaction data and JEPQ's current price of $54.36, Anderson Financial Strategies, LLC's estimated gain on his JEPQ holdings is $-51,524.88, reflecting a -2.41% gain to date.
Anderson Financial Strategies, LLC JEPQ ($54.36) Holding Chart
Anderson Financial Strategies, LLC 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 % | |||
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