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 $657,642. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,325
Previous 11,071 2.29%
Holding current value
$657,642
Previous $608,000 4.93%
% of portfolio
0.17%
Previous 0.16%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
656
Shares Held
116M
Call Options Held
292K
Put Options Held
264K
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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