Ulland Investment Advisors, LLC JEPQ Holdings History
Ulland Investment Advisors, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-06-30, Ulland Investment Advisors, LLC held 91,372.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $4.97 Mil. This investment constitutes 3.8% of their stock portfolio, and Ulland Investment Advisors, LLC now holds 0.02% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2024Q4. And since then Ulland Investment Advisors, LLC has made 3 purchases of JEPQ, at an average price of $55.02, for a total of 91,372.00 shares. Based on historical transaction data and JEPQ's current price of $55.07, Ulland Investment Advisors, LLC's estimated gain on his JEPQ holdings is $4,689.19, reflecting a 0.09% gain to date.
Ulland Investment Advisors, LLC JEPQ ($55.07) Holding Chart
Ulland Investment Advisors, LLC JEPQ ($55.07) 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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