BEACON FINANCIAL PLANNING, INC JEPQ Holdings History
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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