Crescent Grove Advisors, LLC JEPQ Holdings History
Crescent Grove Advisors, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Crescent Grove Advisors, LLC held 40,467.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $2.10 Mil. This investment constitutes 0.22% of their stock portfolio, and Crescent Grove Advisors, LLC now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q3. And since then Crescent Grove Advisors, LLC has made 5 purchases of JEPQ, at an average price of $54.36, for a total of 145,327.00 shares. In addition, there have been 2 sales at an average price of $55.02 for 104,860.00 shares. Based on historical transaction data and JEPQ's current price of $54.77, Crescent Grove Advisors, LLC's estimated gain on his JEPQ holdings is $84,777.88, reflecting a 1.07% gain to date.
Crescent Grove Advisors, LLC JEPQ ($54.77) Holding Chart
Crescent Grove Advisors, LLC JEPQ ($54.77) 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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