Confluence Wealth Services, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024

A detailed history of Confluence Wealth Services, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 15,140 shares of JEPQ stock, worth $880,391. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,140
Previous 8,814 71.77%
Holding current value
$880,391
Previous $489,000 69.94%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Oct 29, 2024
BUY
$49.7 - $56.11 $314,402 - $354,951
6,326 Added 71.77%
15,140 $831,000
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $53,737 - $58,726
1,057 Added 13.63%
8,814 $489,000
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $380,248 - $421,127
7,757 New
7,757 $420,000

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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