Number of Shares
11,584.00
Current Holdings Value*
$599,820.00
% of Portfolio
0.46%
Total Estimate Gain
$-14,638.28
% of Total Estimate Gain
-2.26%

Redwood Financial Network Corp's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary

As of 2025-03-31, Redwood Financial Network Corp held 11,584.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $599,820.00. This investment constitutes 0.46% of their stock portfolio, and Redwood Financial Network Corp now holds 0% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.

The initial trade took place in 2024Q4. And since then Redwood Financial Network Corp has made 2 purchases of JEPQ, at an average price of $55.95, for a total of 11,584.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, Redwood Financial Network Corp's estimated gain on his JEPQ holdings is $-14,638.28, reflecting a -2.26% gain to date.

Redwood Financial Network Corp JEPQ ($54.69) Holding Chart

Redwood Financial Network Corp 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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