Wealth Advisors Of Iowa, LLC JEPQ Holdings History
Wealth Advisors of Iowa, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, Wealth Advisors of Iowa, LLC held 71,229.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $3.69 Mil. This investment constitutes 1.59% of their stock portfolio, and Wealth Advisors of Iowa, LLC now holds 0.02% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2023Q2. And since then Wealth Advisors of Iowa, LLC has made 6 purchases of JEPQ, at an average price of $52.34, for a total of 187,713.00 shares. In addition, there have been 2 sales at an average price of $54.85 for 116,484.00 shares. Based on historical transaction data and JEPQ's current price of $54.36, Wealth Advisors of Iowa, LLC's estimated gain on his JEPQ holdings is $435,861.09, reflecting a 4.44% gain to date.
Wealth Advisors of Iowa, LLC JEPQ ($54.36) Holding Chart
Wealth Advisors of Iowa, LLC JEPQ ($54.36) 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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