Palacios Wealth Management, LLC JEPQ Holdings History
Palacios Wealth Management, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, Palacios Wealth Management, LLC held 79,905.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $4.35 Mil. This investment constitutes 3.57% of their stock portfolio, and Palacios Wealth Management, LLC now holds 0.02% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $51.95 for 13,716.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, Palacios Wealth Management, LLC's estimated gain on his JEPQ holdings is $-176,087.07, reflecting a -3.35% gain to date.
Palacios Wealth Management, LLC JEPQ ($54.69) Holding Chart
Palacios Wealth Management, LLC JEPQ ($54.69) 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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