Lighthouse Financial LLC JEPQ Holdings History
Lighthouse Financial LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Lighthouse Financial LLC held 171,776.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $8.89 Mil. This investment constitutes 7.68% of their stock portfolio, and Lighthouse Financial LLC now holds 0.04% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. And since then Lighthouse Financial LLC has made 1 purchases of JEPQ, at an average price of $56.15, for a total of 171,776.00 shares. Based on historical transaction data and JEPQ's current price of $54.75, Lighthouse Financial LLC's estimated gain on his JEPQ holdings is $-240,434.05, reflecting a -2.49% gain to date.
Lighthouse Financial LLC JEPQ ($54.75) Holding Chart
Lighthouse Financial LLC JEPQ ($54.75) 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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