Lebenthal Global Advisors, LLC JEPQ Holdings History
Lebenthal Global Advisors, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Lebenthal Global Advisors, LLC held 719,523.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $37.26 Mil. This investment constitutes 6.98% of their stock portfolio, and Lebenthal Global Advisors, LLC now holds 0.16% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q4. And since then Lebenthal Global Advisors, LLC has made 4 purchases of JEPQ, at an average price of $50.48, for a total of 929,834.00 shares. In addition, there have been 2 sales at an average price of $56.12 for 210,311.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, Lebenthal Global Advisors, LLC's estimated gain on his JEPQ holdings is $4.22 Mil, reflecting a 8.98% gain to date.
Lebenthal Global Advisors, LLC JEPQ ($54.69) Holding Chart
Lebenthal Global Advisors, LLC JEPQ ($54.69) 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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