Ellis Investment Partners, LLC JEPQ Holdings History
Ellis Investment Partners, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Ellis Investment Partners, LLC held 263,883.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $13.66 Mil. This investment constitutes 2.82% of their stock portfolio, and Ellis Investment Partners, LLC now holds 0.07% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2022Q2. And since then Ellis Investment Partners, LLC has made 12 purchases of JEPQ, at an average price of $48.99, for a total of 263,883.00 shares. Based on historical transaction data and JEPQ's current price of $54.93, Ellis Investment Partners, LLC's estimated gain on his JEPQ holdings is $1.57 Mil, reflecting a 12.13% gain to date.
Ellis Investment Partners, LLC JEPQ ($54.93) Holding Chart
Ellis Investment Partners, LLC JEPQ ($54.93) 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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