Capstone Wealth Management Group LLC JEPQ Holdings History
Capstone Wealth Management Group LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, Capstone Wealth Management Group LLC held 49,194.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $2.68 Mil. This investment constitutes 1.95% of their stock portfolio, and Capstone Wealth Management Group LLC now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $52.04 for 6,902.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, Capstone Wealth Management Group LLC's estimated gain on his JEPQ holdings is $-101,328.71, reflecting a -3.22% gain to date.
Capstone Wealth Management Group LLC JEPQ ($54.69) Holding Chart
Capstone Wealth Management Group LLC JEPQ ($54.69) 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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