Number of Shares
99,214.00
Current Holdings Value*
$5.14 Mil
% of Portfolio
1.3%
Total Estimate Gain
$85,870.04
% of Total Estimate Gain
1.61%

Morse Asset Management, Inc's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary

As of 2025-03-31, Morse Asset Management, Inc held 99,214.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $5.14 Mil. This investment constitutes 1.3% of their stock portfolio, and Morse Asset Management, Inc now holds 0.02% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.

The initial trade took place in 2023Q4. And since then Morse Asset Management, Inc has made 6 purchases of JEPQ, at an average price of $53.90, for a total of 99,214.00 shares. Based on historical transaction data and JEPQ's current price of $54.77, Morse Asset Management, Inc's estimated gain on his JEPQ holdings is $85,870.04, reflecting a 1.61% gain to date.

Morse Asset Management, Inc JEPQ ($54.77) Holding Chart

Morse Asset Management, Inc 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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