A detailed history of Axxcess Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 44,494 shares of JEPQ stock, worth $2.59 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
44,494
Previous 51,889 14.25%
Holding current value
$2.59 Million
Previous $2.88 Million 15.11%
% of portfolio
0.06%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$49.7 - $56.11 $367,531 - $414,933
-7,395 Reduced 14.25%
44,494 $2.44 Million
Q2 2024

Aug 09, 2024

BUY
$50.84 - $55.56 $31,114 - $34,002
612 Added 1.19%
51,889 $2.88 Million
Q1 2024

May 14, 2024

BUY
$49.02 - $54.29 $247,011 - $273,567
5,039 Added 10.9%
51,277 $2.78 Million
Q4 2023

Feb 06, 2024

BUY
$45.1 - $50.32 $1.53 Million - $1.71 Million
33,912 Added 275.13%
46,238 $2.31 Million
Q3 2023

Nov 14, 2023

BUY
$46.47 - $49.43 $572,789 - $609,274
12,326 New
12,326 $578,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Axxcess Wealth Management, LLC Portfolio

Follow Axxcess Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Axxcess Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Axxcess Wealth Management, LLC with notifications on news.