Teamwork Financial Advisors, LLC JEPQ Holdings History
Teamwork Financial Advisors, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Teamwork Financial Advisors, LLC held 558,428.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $28.92 Mil. This investment constitutes 3.85% of their stock portfolio, and Teamwork Financial Advisors, LLC now holds 0.15% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q2. And since then Teamwork Financial Advisors, LLC has made 6 purchases of JEPQ, at an average price of $53.16, for a total of 759,243.00 shares. In addition, there have been 2 sales at an average price of $53.73 for 200,815.00 shares. Based on historical transaction data and JEPQ's current price of $54.27, Teamwork Financial Advisors, LLC's estimated gain on his JEPQ holdings is $731,900.76, reflecting a 1.81% gain to date.
Teamwork Financial Advisors, LLC JEPQ ($54.27) Holding Chart
Teamwork Financial Advisors, LLC JEPQ ($54.27) 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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