Coastal Bridge Advisors, LLC JEPQ Holdings History
Coastal Bridge Advisors, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Coastal Bridge Advisors, LLC held 159,535.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $8.26 Mil. This investment constitutes 2.11% of their stock portfolio, and Coastal Bridge Advisors, LLC now holds 0.03% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2022Q4. And since then Coastal Bridge Advisors, LLC has made 8 purchases of JEPQ, at an average price of $48.69, for a total of 235,965.00 shares. In addition, there have been 2 sales at an average price of $48.17 for 76,430.00 shares. Based on historical transaction data and JEPQ's current price of $54.49, Coastal Bridge Advisors, LLC's estimated gain on his JEPQ holdings is $885,803.61, reflecting a 7.71% gain to date.
Coastal Bridge Advisors, LLC JEPQ ($54.49) Holding Chart
Coastal Bridge Advisors, LLC JEPQ ($54.49) 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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