HERBST GROUP, LLC JEPQ Holdings History
HERBST GROUP, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, HERBST GROUP, LLC held 59,696.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $3.09 Mil. This investment constitutes 2.19% of their stock portfolio, and HERBST GROUP, LLC now holds 0.02% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. And since then HERBST GROUP, LLC has made 2 purchases of JEPQ, at an average price of $55.79, for a total of 59,696.00 shares. Based on historical transaction data and JEPQ's current price of $54.15, HERBST GROUP, LLC's estimated gain on his JEPQ holdings is $-97,886.80, reflecting a -2.94% gain to date.
HERBST GROUP, LLC JEPQ ($54.15) Holding Chart
HERBST GROUP, LLC JEPQ ($54.15) 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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