Monterey Private Wealth, Inc. JEPQ Holdings History
Monterey Private Wealth, Inc.'s JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Monterey Private Wealth, Inc. held 52,098.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $2.70 Mil. This investment constitutes 0.79% of their stock portfolio, and Monterey Private Wealth, Inc. now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q2. And since then Monterey Private Wealth, Inc. has made 4 purchases of JEPQ, at an average price of $55.06, for a total of 52,098.00 shares. Based on historical transaction data and JEPQ's current price of $55.02, Monterey Private Wealth, Inc.'s estimated gain on his JEPQ holdings is $-2,030.26, reflecting a -0.07% gain to date.
Monterey Private Wealth, Inc. JEPQ ($55.02) Holding Chart
Monterey Private Wealth, Inc. JEPQ ($55.02) 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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