Birchcreek Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Birchcreek Wealth Management, LLC

  • $159 Million
  • Q4 2024

A detailed history of Birchcreek Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Birchcreek Wealth Management, LLC holds 7,934 shares of JEPQ stock, worth $413,758. This represents 0.28% of its overall portfolio holdings.

Number of Shares
7,934
Previous 7,934 -0.0%
Holding current value
$413,758
Previous $435,000 2.76%
% of portfolio
0.28%
Previous 0.29%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 20, 2023
BUY
$44.13 - $48.37 $350,127 - $383,767
7,934 New
7,934 $383,000

Others Institutions Holding JEPQ

# of Institutions
774
Shares Held
137M
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
Track This Portfolio

Track Birchcreek Wealth Management, LLC Portfolio

Follow Birchcreek 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 Birchcreek Wealth Management, LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email