Hilton Capital Management, LLC JEPQ Holdings History
Hilton Capital Management, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Hilton Capital Management, LLC held 936,210.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $48.48 Mil. This investment constitutes 4.12% of their stock portfolio, and Hilton Capital Management, LLC now holds 0.2% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q2. And since then Hilton Capital Management, LLC has made 6 purchases of JEPQ, at an average price of $47.45, for a total of 1.98 Mil shares. In addition, there have been 2 sales at an average price of $49.11 for 1.04 Mil shares. Based on historical transaction data and JEPQ's current price of $54.77, Hilton Capital Management, LLC's estimated gain on his JEPQ holdings is $8.58 Mil, reflecting a 9.13% gain to date.
Hilton Capital Management, LLC JEPQ ($54.77) Holding Chart
Hilton Capital Management, 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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