Number of Shares
26,346.00
Current Holdings Value*
$1.36 Mil
% of Portfolio
0.92%
Total Estimate Gain
$-49,002.76
% of Total Estimate Gain
-3.32%

Paradigm, Strategies in Wealth Management, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary

As of 2025-03-31, Paradigm, Strategies in Wealth Management, LLC held 26,346.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $1.36 Mil. This investment constitutes 0.92% of their stock portfolio, and Paradigm, Strategies in Wealth Management, LLC now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.

The initial trade took place in 2024Q4. And since then Paradigm, Strategies in Wealth Management, LLC has made 2 purchases of JEPQ, at an average price of $56.02, for a total of 26,346.00 shares. Based on historical transaction data and JEPQ's current price of $54.16, Paradigm, Strategies in Wealth Management, LLC's estimated gain on his JEPQ holdings is $-49,002.76, reflecting a -3.32% gain to date.

Paradigm, Strategies in Wealth Management, LLC JEPQ ($54.16) Holding Chart

Paradigm, Strategies in Wealth Management, LLC JEPQ ($54.16) 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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