Beacon Financial Advisory LLC JEPQ Holdings History
Beacon Financial Advisory LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, Beacon Financial Advisory LLC held 186,009.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $10.12 Mil. This investment constitutes 2.62% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0.04% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q1. And since then Beacon Financial Advisory LLC has made 10 purchases of JEPQ, at an average price of $50.31, for a total of 186,009.00 shares. Based on historical transaction data and JEPQ's current price of $54.94, Beacon Financial Advisory LLC's estimated gain on his JEPQ holdings is $860,072.02, reflecting a 9.19% gain to date.
Beacon Financial Advisory LLC JEPQ ($54.94) Holding Chart
Beacon Financial Advisory LLC JEPQ ($54.94) 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
