Number of Shares
25,414.00
Current Holdings Value*
$1.32 Mil
% of Portfolio
0.76%
Total Estimate Gain
$-25,228.14
% of Total Estimate Gain
-1.79%

BEACON FINANCIAL PLANNING, INC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary

As of 2025-03-31, BEACON FINANCIAL PLANNING, INC held 25,414.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $1.32 Mil. This investment constitutes 0.76% of their stock portfolio, and BEACON FINANCIAL PLANNING, INC now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.

The initial trade took place in 2024Q3. And since then BEACON FINANCIAL PLANNING, INC has made 3 purchases of JEPQ, at an average price of $55.35, for a total of 25,414.00 shares. Based on historical transaction data and JEPQ's current price of $54.36, BEACON FINANCIAL PLANNING, INC's estimated gain on his JEPQ holdings is $-25,228.14, reflecting a -1.79% gain to date.

BEACON FINANCIAL PLANNING, INC JEPQ ($54.36) Holding Chart

BEACON FINANCIAL PLANNING, 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 %

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