Magnus Financial Group LLC JEPQ Holdings History
Magnus Financial Group LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, Magnus Financial Group LLC held 450,808.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $24.52 Mil. This investment constitutes 2.15% of their stock portfolio, and Magnus Financial Group LLC now holds 0.1% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q1. And since then Magnus Financial Group LLC has made 5 purchases of JEPQ, at an average price of $52.51, for a total of 636,348.00 shares. In addition, there have been 1 sales at an average price of $53.63 for 185,540.00 shares. Based on historical transaction data and JEPQ's current price of $54.77, Magnus Financial Group LLC's estimated gain on his JEPQ holdings is $1.23 Mil, reflecting a 3.67% gain to date.
Magnus Financial Group LLC JEPQ ($54.77) Holding Chart
Magnus Financial Group 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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