Marion Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History

Marion Wealth Management

$375 Million
Q4 2024

A detailed history of Marion Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Marion Wealth Management holds 11,325 shares of JEPQ stock, worth $651,980. This represents 0.17% of its overall portfolio holdings.

Number of Shares

11,325

Previous 11,071 2.29%

Holding current value

$651,980

Previous $608,000 4.93%

% of portfolio

0.17%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	$53.94 - $58.15 $13,700 - $14,770	254 Added 2.29%	11,325 $638,000
Q3 2024 Oct 07, 2024	BUY	$49.7 - $56.11 $80,712 - $91,122	1,624 Added 17.19%	11,071 $608,000
Q2 2024 Jul 09, 2024	SELL	$50.84 - $55.56 $12,964 - $14,167	-255 Reduced 2.63%	9,447 $524,000
Q1 2024 Apr 08, 2024	BUY	$49.02 - $54.29 $34,657 - $38,383	707 Added 7.86%	9,702 $526,000
Q4 2023 Jan 10, 2024	BUY	$45.1 - $50.32 $2,570 - $2,868	57 Added 0.64%	8,995 $449,000
Q3 2023 Oct 18, 2023	SELL	$46.47 - $49.43 $30,530 - $32,475	-657 Reduced 6.85%	8,938 $419,000
Q2 2023 Jul 24, 2023	BUY	$44.13 - $48.37 $423,427 - $464,110	9,595 New	9,595 $464,000

Others Institutions Holding JEPQ

# of Institutions

768

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Marion Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History