Cyndeo Wealth Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Cyndeo Wealth Partners, LLC

  • $1.42 Billion
  • Q4 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 8,055 shares of JEPQ stock, worth $425,304. This represents 0.03% of its overall portfolio holdings.

Number of Shares
8,055
Previous 7,953 1.28%
Holding current value
$425,304
Previous $436,000 4.13%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Jan 21, 2025
BUY
$53.94 - $58.15 $5,501 - $5,931
102 Added 1.28%
8,055 $454,000
Q3 2024

Oct 18, 2024
BUY
$49.7 - $56.11 $50,197 - $56,671
1,010 Added 14.55%
7,953 $436,000
Q2 2024

Jul 30, 2024
BUY
$50.84 - $55.56 $352,982 - $385,753
6,943 New
6,943 $385,000

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 Cyndeo Wealth Partners, LLC Portfolio

Follow Cyndeo Wealth Partners, 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 Cyndeo Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cyndeo Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email