Compass Financial Services Inc JEPQ Holdings History
Compass Financial Services Inc's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Compass Financial Services Inc held 219,931.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $11.39 Mil. This investment constitutes 5.98% of their stock portfolio, and Compass Financial Services Inc now holds 0.05% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. And since then Compass Financial Services Inc has made 1 purchases of JEPQ, at an average price of $55.82, for a total of 219,931.00 shares. Based on historical transaction data and JEPQ's current price of $54.04, Compass Financial Services Inc's estimated gain on his JEPQ holdings is $-390,068.23, reflecting a -3.18% gain to date.
Compass Financial Services Inc JEPQ ($54.04) Holding Chart
Compass Financial Services Inc JEPQ ($54.04) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
