Number of Shares
-
Current Holdings Value*
N/A
% of Portfolio
0%
Total Estimate Gain
$98,761.62
% of Total Estimate Gain
2.86%

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 $54.57, 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 ($54.57) Holding Chart

TCFG WEALTH MANAGEMENT, LLC JEPQ ($54.57) 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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