Marks Wealth, LLC JEPQ Holdings History
Marks Wealth, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Marks Wealth, LLC held 24,966.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $1.29 Mil. This investment constitutes 0.47% of their stock portfolio, and Marks Wealth, LLC now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q1. And since then Marks Wealth, LLC has made 2 purchases of JEPQ, at an average price of $52.95, for a total of 2.66 Mil shares. In addition, there have been 3 sales at an average price of $54.04 for 2.63 Mil shares. Based on historical transaction data and JEPQ's current price of $54.41, Marks Wealth, LLC's estimated gain on his JEPQ holdings is $2.91 Mil, reflecting a 2.07% gain to date.
Marks Wealth, LLC JEPQ ($54.41) Holding Chart
Marks Wealth, LLC JEPQ ($54.41) 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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