CIC Wealth, LLC JEPQ Holdings History
CIC Wealth, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2024-09-30, CIC Wealth, LLC held 158,087.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $8.68 Mil. This investment constitutes 2.24% of their stock portfolio, and CIC Wealth, LLC now holds 0.05% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2022Q4. And since then CIC Wealth, LLC has made 7 purchases of JEPQ, at an average price of $47.15, for a total of 158,087.00 shares. Based on historical transaction data and JEPQ's current price of $54.27, CIC Wealth, LLC's estimated gain on his JEPQ holdings is $1.13 Mil, reflecting a 15.11% gain to date.
CIC Wealth, LLC JEPQ ($54.27) Holding Chart
CIC Wealth, LLC JEPQ ($54.27) 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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