Monterey Private Wealth, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Monterey Private Wealth, Inc.

  • $293 Million
  • Q3 2024

A detailed history of Monterey Private Wealth, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 21,222 shares of JEPQ stock, worth $1.23 Million. This represents 0.4% of its overall portfolio holdings.

Number of Shares
21,222
Previous 17,386 22.06%
Holding current value
$1.23 Million
Previous $964,000 20.85%
% of portfolio
0.4%
Previous 0.36%

Shares

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

Oct 03, 2024
BUY
$49.7 - $56.11 $190,649 - $215,237
3,836 Added 22.06%
21,222 $1.17 Million
Q2 2024

Jul 08, 2024
BUY
$50.84 - $55.56 $883,904 - $965,966
17,386 New
17,386 $964,000

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
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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