A detailed history of Cic Wealth, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cic Wealth, LLC holds 158,087 shares of JEPQ stock, worth $9.19 Million. This represents 2.24% of its overall portfolio holdings.

Number of Shares
158,087
Previous 146,710 7.75%
Holding current value
$9.19 Million
Previous $8.14 Billion 6.65%
% of portfolio
2.24%
Previous 2.24%

Shares

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

Nov 08, 2024

BUY
$49.7 - $56.11 $565,436 - $638,363
11,377 Added 7.75%
158,087 $8.68 Billion
Q2 2024

Jul 12, 2024

BUY
$50.84 - $55.56 $499,808 - $546,210
9,831 Added 7.18%
146,710 $8.14 Billion
Q1 2024

Apr 15, 2024

BUY
$49.02 - $54.29 $488,582 - $541,108
9,967 Added 7.85%
136,879 $7.42 Billion
Q4 2023

Jan 11, 2024

BUY
$45.1 - $50.32 $1 Million - $1.12 Million
22,267 Added 21.28%
126,912 $6.34 Billion
Q3 2023

Oct 10, 2023

BUY
$46.47 - $49.43 $1.04 Million - $1.11 Million
22,385 Added 27.21%
104,645 $4.91 Billion
Q2 2023

Jul 19, 2023

BUY
$44.13 - $48.37 $2.14 Million - $2.34 Million
48,425 Added 143.12%
82,260 $3.98 Billion
Q1 2023

May 04, 2023

BUY
$40.25 - $45.09 $74,462 - $83,416
1,850 Added 5.78%
33,835 $1.53 Billion
Q4 2022

Feb 15, 2023

BUY
$40.31 - $44.62 $1.29 Million - $1.43 Million
31,985 New
31,985 $1.3 Billion

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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