Sulzberger Capital Advisors, Inc. JEPQ Holdings History
Sulzberger Capital Advisors, Inc.'s JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Sulzberger Capital Advisors, Inc. held 40,149.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $2.08 Mil. This investment constitutes 2.73% of their stock portfolio, and Sulzberger Capital Advisors, Inc. now holds 0.01% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. In addition, there have been 1 sales at an average price of $55.70 for 29,421.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, Sulzberger Capital Advisors, Inc.'s estimated gain on his JEPQ holdings is $-73,248.39, reflecting a -1.87% gain to date.
Sulzberger Capital Advisors, Inc. JEPQ ($54.69) Holding Chart
Sulzberger Capital Advisors, Inc. 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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