Tiptree Advisors, LLC JEPQ Holdings History
Tiptree Advisors, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Tiptree Advisors, LLC held 129,350.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $6.70 Mil. This investment constitutes 5.54% of their stock portfolio, and Tiptree Advisors, LLC now holds 0.03% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. And since then Tiptree Advisors, LLC has made 2 purchases of JEPQ, at an average price of $56.02, for a total of 129,350.00 shares. Based on historical transaction data and JEPQ's current price of $53.77, Tiptree Advisors, LLC's estimated gain on his JEPQ holdings is $-292,286.75, reflecting a -4.03% gain to date.
Tiptree Advisors, LLC JEPQ ($53.77) Holding Chart
Tiptree Advisors, LLC JEPQ ($53.77) 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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