YARGER WEALTH STRATEGIES, LLC JEPQ Holdings History
YARGER WEALTH STRATEGIES, LLC's JPMorgan Nasdaq Equity Premium Income ETF Holding Summary
As of 2025-03-31, YARGER WEALTH STRATEGIES, LLC held 7,957.00 shares of JPMorgan Nasdaq Equity Premium Income ETF(JEPQ), totaling $412,030.00. This investment constitutes 0.24% of their stock portfolio, and YARGER WEALTH STRATEGIES, LLC now holds 0% of the outstanding JPMorgan Nasdaq Equity Premium Income ETF(JEPQ) stock.
The initial trade took place in 2025Q1. And since then YARGER WEALTH STRATEGIES, LLC has made 1 purchases of JEPQ, at an average price of $55.70, for a total of 7,957.00 shares. Based on historical transaction data and JEPQ's current price of $54.69, YARGER WEALTH STRATEGIES, LLC's estimated gain on his JEPQ holdings is $-8,036.57, reflecting a -1.81% gain to date.
YARGER WEALTH STRATEGIES, LLC JEPQ ($54.69) Holding Chart
YARGER WEALTH STRATEGIES, LLC JEPQ ($54.69) 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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