WNY Asset Management, LLC JEPQ Holdings History
WNY Asset Management, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, WNY Asset Management, LLC held 415,327.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $21.51 Mil. This investment constitutes 2.56% of their stock portfolio, and WNY Asset Management, LLC now holds 0.09% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q4. And since then WNY Asset Management, LLC has made 5 purchases of JEPQ, at an average price of $55.35, for a total of 499,396.00 shares. In addition, there have been 1 sales at an average price of $55.70 for 84,069.00 shares. Based on historical transaction data and JEPQ's current price of $54.91, WNY Asset Management, LLC's estimated gain on his JEPQ holdings is $-153,177.05, reflecting a -0.55% gain to date.
WNY Asset Management, LLC JEPQ ($54.91) Holding Chart
WNY Asset Management, LLC JEPQ ($54.91) 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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