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

Ica Group Wealth Management, LLC

  • $164 Million
  • Q2 2024

A detailed history of Ica Group Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ica Group Wealth Management, LLC holds 1,353 shares of JEPQ stock, worth $78,230. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,353
Previous 2,990 54.75%
Holding current value
$78,230
Previous $162,000 53.7%
% of portfolio
0.05%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 08, 2024
SELL
$50.84 - $55.56 $83,225 - $90,951
-1,637 Reduced 54.75%
1,353 $75,000
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $57,598 - $63,790
1,175 Added 64.74%
2,990 $162,000
Q4 2023

Mar 07, 2024
BUY
$45.1 - $50.32 $81,856 - $91,330
1,815 New
1,815 $90,000

Others Institutions Holding JEPQ

# of Institutions
910
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
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 Ica Group Wealth Management, LLC Portfolio

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

News

Stay updated on Ica Group Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email