TCFG WEALTH MANAGEMENT, LLC JEPQ Holdings History
TCFG WEALTH MANAGEMENT, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, TCFG WEALTH MANAGEMENT, LLC held - shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling N/A. This investment constitutes 0% of their stock portfolio, and TCFG WEALTH MANAGEMENT, LLC now holds 0% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q3. And since then TCFG WEALTH MANAGEMENT, LLC has made 1 purchases of JEPQ, at an average price of $54.15, for a total of 63,816.00 shares. In addition, there have been 1 sales at an average price of $55.70 for 63,816.00 shares. Based on historical transaction data and JEPQ's current price of $54.49, TCFG WEALTH MANAGEMENT, LLC's estimated gain on his JEPQ holdings is $98,761.62, reflecting a 2.86% gain to date.
TCFG WEALTH MANAGEMENT, LLC JEPQ ($54.49) Holding Chart
TCFG WEALTH MANAGEMENT, LLC JEPQ ($54.49) 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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