Second Half Financial Partners, LLC JEPQ Holdings History
Second Half Financial Partners, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Second Half Financial Partners, LLC held 302,891.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $15.68 Mil. This investment constitutes 7.78% of their stock portfolio, and Second Half Financial Partners, LLC now holds 0.07% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2022Q4. And since then Second Half Financial Partners, LLC has made 3 purchases of JEPQ, at an average price of $47.79, for a total of 361,572.00 shares. In addition, there have been 7 sales at an average price of $54.05 for 58,681.00 shares. Based on historical transaction data and JEPQ's current price of $54.41, Second Half Financial Partners, LLC's estimated gain on his JEPQ holdings is $2.37 Mil, reflecting a 13.72% gain to date.
Second Half Financial Partners, LLC JEPQ ($54.41) Holding Chart
Second Half Financial Partners, LLC JEPQ ($54.41) 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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