Apollon Wealth Management, LLC JEPQ Holdings History
Apollon Wealth Management, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Apollon Wealth Management, LLC held 1.01 Mil shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $52.45 Mil. This investment constitutes 1.15% of their stock portfolio, and Apollon Wealth Management, LLC now holds 0.22% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q1. And since then Apollon Wealth Management, LLC has made 8 purchases of JEPQ, at an average price of $53.64, for a total of 1.06 Mil shares. In addition, there have been 1 sales at an average price of $56.17 for 50,884.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, Apollon Wealth Management, LLC's estimated gain on his JEPQ holdings is $1.19 Mil, reflecting a 2.08% gain to date.
Apollon Wealth Management, LLC JEPQ ($54.69) Holding Chart
Apollon Wealth Management, LLC JEPQ ($54.69) 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
