A detailed history of Johnson & White Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 5,381 shares of JEPQ stock, worth $312,905. This represents 0.25% of its overall portfolio holdings.

Number of Shares
5,381
Previous 5,392 0.2%
Holding current value
$312,905
Previous $299,000 1.0%
% of portfolio
0.25%
Previous 0.29%

Shares

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

Oct 03, 2024

SELL
$49.7 - $56.11 $546 - $617
-11 Reduced 0.2%
5,381 $296,000
Q2 2024

Jul 19, 2024

BUY
$50.84 - $55.56 $274,129 - $299,579
5,392 New
5,392 $299,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Johnson & White Wealth Management, LLC Portfolio

Follow Johnson & White 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 Johnson & White Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Johnson & White Wealth Management, LLC with notifications on news.