Clay Northam Wealth Management, LLC JEPQ Holdings History
Clay Northam Wealth Management, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Clay Northam Wealth Management, LLC held 14,556.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $753,700.00. This investment constitutes 0.53% of their stock portfolio, and Clay Northam Wealth Management, LLC now holds 0% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2025Q1. And since then Clay Northam Wealth Management, LLC has made 1 purchases of JEPQ, at an average price of $55.70, for a total of 14,556.00 shares. Based on historical transaction data and JEPQ's current price of $54.36, Clay Northam Wealth Management, LLC's estimated gain on his JEPQ holdings is $-19,505.04, reflecting a -2.41% gain to date.
Clay Northam Wealth Management, LLC JEPQ ($54.36) Holding Chart
Clay Northam Wealth Management, LLC 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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