Intrepid Financial Planning Group LLC JEPQ Holdings History
Intrepid Financial Planning Group LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Intrepid Financial Planning Group LLC held 85,580.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $4.43 Mil. This investment constitutes 2.05% of their stock portfolio, and Intrepid Financial Planning Group LLC now holds 0.02% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q1. And since then Intrepid Financial Planning Group LLC has made 5 purchases of JEPQ, at an average price of $54.84, for a total of 85,580.00 shares. Based on historical transaction data and JEPQ's current price of $54.16, Intrepid Financial Planning Group LLC's estimated gain on his JEPQ holdings is $-58,012.63, reflecting a -1.24% gain to date.
Intrepid Financial Planning Group LLC JEPQ ($54.16) Holding Chart
Intrepid Financial Planning Group LLC JEPQ ($54.16) 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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