Number of Shares
153,794.00
Current Holdings Value*
$7.96 Mil
% of Portfolio
1.93%
Total Estimate Gain
$75,935.57
% of Total Estimate Gain
0.91%

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 $54.77, Newbridge Financial Services Group, Inc.'s estimated gain on his JEPQ holdings is $75,935.57, reflecting a 0.91% gain to date.

Newbridge Financial Services Group, Inc. JEPQ ($54.77) Holding Chart

Newbridge Financial Services Group, 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 %

Top Ranked Articles

  • 1