Evergreen Wealth Solutions, LLC JEPQ Holdings History
Evergreen Wealth Solutions, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Solutions, LLC held 225,427.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $11.67 Mil. This investment constitutes 7.87% of their stock portfolio, and Evergreen Wealth Solutions, LLC now holds 0.05% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q2. And since then Evergreen Wealth Solutions, LLC has made 7 purchases of JEPQ, at an average price of $46.29, for a total of 251,112.00 shares. In addition, there have been 1 sales at an average price of $55.70 for 25,685.00 shares. Based on historical transaction data and JEPQ's current price of $54.36, Evergreen Wealth Solutions, LLC's estimated gain on his JEPQ holdings is $2.06 Mil, reflecting a 17.74% gain to date.
Evergreen Wealth Solutions, LLC JEPQ ($54.36) Holding Chart
Evergreen Wealth Solutions, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
