Morse Asset Management, Inc JEPQ Holdings History
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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