Bernardo Wealth Planning LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Bernardo Wealth Planning LLC

  • $422 Million
  • Q4 2024

A detailed history of Bernardo Wealth Planning LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Bernardo Wealth Planning LLC holds 129,950 shares of JEPQ stock, worth $6.33 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
129,950
Previous 130,579 0.48%
Holding current value
$6.33 Million
Previous $7.18 Million 2.02%
% of portfolio
1.74%
Previous 1.74%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$53.94 - $58.15 $33,928 - $36,576
-629 Reduced 0.48%
129,950 $7.33 Million
Q3 2024

Oct 18, 2024
SELL
$49.7 - $56.11 $5.12 Million - $5.78 Million
-102,964 Reduced 44.09%
130,579 $7.18 Million
Q2 2024

Jul 10, 2024
BUY
$50.84 - $55.56 $258,877 - $282,911
5,092 Added 2.23%
233,543 $13 Million
Q1 2024

May 07, 2024
BUY
$49.02 - $54.29 $234,609 - $259,831
4,786 Added 2.14%
228,451 $12.4 Million
Q4 2023

Jan 25, 2024
SELL
$45.1 - $50.32 $774,637 - $864,296
-17,176 Reduced 7.13%
223,665 $11.2 Million
Q3 2023

Oct 30, 2023
BUY
$46.47 - $49.43 $692,031 - $736,111
14,892 Added 6.59%
240,841 $11.3 Million
Q2 2023

Jul 21, 2023
BUY
$44.13 - $48.37 $462,747 - $507,207
10,486 Added 4.87%
225,949 $10.9 Million
Q1 2023

May 05, 2023
BUY
$40.25 - $45.09 $8.67 Million - $9.72 Million
215,463 New
215,463 $9.72 Million

Others Institutions Holding JEPQ

# of Institutions
781
Shares Held
139M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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