HILLTOP WEALTH ADVISORS, LLC JEPQ Holdings History
HILLTOP WEALTH ADVISORS, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, HILLTOP WEALTH ADVISORS, LLC held 465,775.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $25.34 Mil. This investment constitutes 14.23% of their stock portfolio, and HILLTOP WEALTH ADVISORS, LLC now holds 0.1% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q4. And since then HILLTOP WEALTH ADVISORS, LLC has made 6 purchases of JEPQ, at an average price of $51.31, for a total of 471,515.00 shares. In addition, there have been 1 sales at an average price of $52.22 for 5,740.00 shares. Based on historical transaction data and JEPQ's current price of $54.77, HILLTOP WEALTH ADVISORS, LLC's estimated gain on his JEPQ holdings is $1.62 Mil, reflecting a 6.68% gain to date.
HILLTOP WEALTH ADVISORS, LLC JEPQ ($54.77) Holding Chart
HILLTOP WEALTH 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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