Marshall Financial Group, LLC JEPQ Holdings History
Marshall Financial Group, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, Marshall Financial Group, LLC held 314,165.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $16.97 Mil. This investment constitutes 3.33% of their stock portfolio, and Marshall Financial Group, LLC now holds 0.07% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q4. And since then Marshall Financial Group, LLC has made 7 purchases of JEPQ, at an average price of $50.98, for a total of 314,165.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, Marshall Financial Group, LLC's estimated gain on his JEPQ holdings is $1.17 Mil, reflecting a 7.27% gain to date.
Marshall Financial Group, LLC JEPQ ($54.69) Holding Chart
Marshall Financial Group, 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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