James Reed Financial Services, Inc. JEPQ Holdings History
James Reed Financial Services, Inc.'s JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, James Reed Financial Services, Inc. held 427,767.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $23.27 Mil. This investment constitutes 21.12% of their stock portfolio, and James Reed Financial Services, Inc. now holds 0.09% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. And since then James Reed Financial Services, Inc. has made 2 purchases of JEPQ, at an average price of $55.81, for a total of 429,264.00 shares. In addition, there have been 1 sales at an average price of $55.70 for 1,497.00 shares. Based on historical transaction data and JEPQ's current price of $54.91, James Reed Financial Services, Inc.'s estimated gain on his JEPQ holdings is $-388,098.34, reflecting a -1.62% gain to date.
James Reed Financial Services, Inc. JEPQ ($54.91) Holding Chart
James Reed Financial Services, Inc. JEPQ ($54.91) 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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