NEW WAVE WEALTH ADVISORS LLC JEPQ Holdings History
NEW WAVE WEALTH ADVISORS LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, NEW WAVE WEALTH ADVISORS LLC held 134,890.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $7.34 Mil. This investment constitutes 3.12% of their stock portfolio, and NEW WAVE WEALTH ADVISORS LLC now holds 0.03% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q2. And since then NEW WAVE WEALTH ADVISORS LLC has made 4 purchases of JEPQ, at an average price of $54.21, for a total of 134,890.00 shares. Based on historical transaction data and JEPQ's current price of $55.02, NEW WAVE WEALTH ADVISORS LLC's estimated gain on his JEPQ holdings is $109,763.41, reflecting a 1.50% gain to date.
NEW WAVE WEALTH ADVISORS LLC JEPQ ($55.02) Holding Chart
NEW WAVE WEALTH ADVISORS LLC 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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