Beacon Financial Advisory LLC JEPQ Holdings History
Beacon Financial Advisory LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Beacon Financial Advisory LLC held 177,959.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $9.21 Mil. This investment constitutes 2.79% of their stock portfolio, and Beacon Financial Advisory LLC now holds 0.05% 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 9 purchases of JEPQ, at an average price of $50.26, for a total of 177,959.00 shares. Based on historical transaction data and JEPQ's current price of $54.30, Beacon Financial Advisory LLC's estimated gain on his JEPQ holdings is $719,818.80, reflecting a 8.05% gain to date.
Beacon Financial Advisory LLC JEPQ ($54.30) Holding Chart
Beacon Financial Advisory LLC JEPQ ($54.30) 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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