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

Cyndeo Wealth Partners, LLC

  • $1.47 Billion
  • Q1 2025

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 6,062 shares of JEPQ stock, worth $303,221. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,062
Previous 8,055 24.74%
Holding current value
$303,221
Previous $454,000 31.06%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
SELL
$51.45 - $58.51 $102,539 - $116,610
-1,993 Reduced 24.74%
6,062 $313,000
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
780
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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