SHEETS SMITH WEALTH MANAGEMENT JEPQ Holdings History
SHEETS SMITH WEALTH MANAGEMENT's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, SHEETS SMITH WEALTH MANAGEMENT held 67,147.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $3.65 Mil. This investment constitutes 0.43% of their stock portfolio, and SHEETS SMITH WEALTH MANAGEMENT now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q1. And since then SHEETS SMITH WEALTH MANAGEMENT has made 10 purchases of JEPQ, at an average price of $50.83, for a total of 67,147.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, SHEETS SMITH WEALTH MANAGEMENT's estimated gain on his JEPQ holdings is $259,021.91, reflecting a 7.59% gain to date.
SHEETS SMITH WEALTH MANAGEMENT JEPQ ($54.69) Holding Chart
SHEETS SMITH WEALTH MANAGEMENT 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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