Number of Shares
27,162.00
Current Holdings Value*
$1.41 Mil
% of Portfolio
0.67%
Total Estimate Gain
$-29,550.23
% of Total Estimate Gain
-1.97%

CORA CAPITAL ADVISORS LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary

As of 2025-03-31, CORA CAPITAL ADVISORS LLC held 27,162.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $1.41 Mil. This investment constitutes 0.67% of their stock portfolio, and CORA CAPITAL ADVISORS LLC now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.

The initial trade took place in 2024Q2. And since then CORA CAPITAL ADVISORS LLC has made 4 purchases of JEPQ, at an average price of $55.25, for a total of 27,162.00 shares. Based on historical transaction data and JEPQ's current price of $54.16, CORA CAPITAL ADVISORS LLC's estimated gain on his JEPQ holdings is $-29,550.23, reflecting a -1.97% gain to date.

CORA CAPITAL ADVISORS LLC JEPQ ($54.16) Holding Chart

CORA CAPITAL ADVISORS LLC JEPQ ($54.16) 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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