Newbridge Financial Services Group, Inc. JEPQ Holdings History
Newbridge Financial Services Group, Inc.'s JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Newbridge Financial Services Group, Inc. held 153,794.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $7.96 Mil. This investment constitutes 1.93% of their stock portfolio, and Newbridge Financial Services Group, Inc. now holds 0.03% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2022Q4. And since then Newbridge Financial Services Group, Inc. has made 10 purchases of JEPQ, at an average price of $54.28, for a total of 153,794.00 shares. Based on historical transaction data and JEPQ's current price of $54.97, Newbridge Financial Services Group, Inc.'s estimated gain on his JEPQ holdings is $106,694.37, reflecting a 1.28% gain to date.
Newbridge Financial Services Group, Inc. JEPQ ($54.97) Holding Chart
Newbridge Financial Services Group, Inc. JEPQ ($54.97) 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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