Beta Wealth Group, Inc. JEPQ Holdings History
Beta Wealth Group, Inc.'s JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Beta Wealth Group, Inc. held - shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling N/A. This investment constitutes 0% of their stock portfolio, and Beta Wealth Group, Inc. now holds 0% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2022Q4. And since then Beta Wealth Group, Inc. has made 6 purchases of JEPQ, at an average price of $46.58, for a total of 174,832.00 shares. In addition, there have been 4 sales at an average price of $54.99 for 174,832.00 shares. Based on historical transaction data and JEPQ's current price of $54.36, Beta Wealth Group, Inc.'s estimated gain on his JEPQ holdings is $1.47 Mil, reflecting a 18.05% gain to date.
Beta Wealth Group, Inc. JEPQ ($54.36) Holding Chart
Beta Wealth Group, 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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