Selective Wealth Management, Inc. JEPQ Holdings History
Selective Wealth Management, Inc.'s JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Selective Wealth Management, Inc. held 11,572.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $573,280.00. This investment constitutes 0.25% of their stock portfolio, and Selective Wealth Management, Inc. now holds 0% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2025Q1. And since then Selective Wealth Management, Inc. has made 1 purchases of JEPQ, at an average price of $55.70, for a total of 11,572.00 shares. Based on historical transaction data and JEPQ's current price of $54.13, Selective Wealth Management, Inc.'s estimated gain on his JEPQ holdings is $-18,168.04, reflecting a -2.82% gain to date.
Selective Wealth Management, Inc. JEPQ ($54.13) Holding Chart
Selective Wealth Management, Inc. JEPQ ($54.13) 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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