Number of Shares
119,466.00
Current Holdings Value*
$6.19 Mil
% of Portfolio
0.37%
Total Estimate Gain
$-147,328.75
% of Total Estimate Gain
-2.22%

Apexium Financial, LP's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary

As of 2025-03-31, Apexium Financial, LP held 119,466.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $6.19 Mil. This investment constitutes 0.37% of their stock portfolio, and Apexium Financial, LP now holds 0.03% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.

The initial trade took place in 2024Q3. And since then Apexium Financial, LP has made 3 purchases of JEPQ, at an average price of $55.64, for a total of 119,466.00 shares. Based on historical transaction data and JEPQ's current price of $54.41, Apexium Financial, LP's estimated gain on his JEPQ holdings is $-147,328.75, reflecting a -2.22% gain to date.

Apexium Financial, LP JEPQ ($54.41) Holding Chart

Apexium Financial, LP JEPQ ($54.41) 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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