Personal Cfo Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Personal Cfo Solutions, LLC

  • $497 Million
  • Q4 2024

A detailed history of Personal Cfo Solutions, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 6,022 shares of JEPQ stock, worth $346,686. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,022
Previous 4,932 22.1%
Holding current value
$346,686
Previous $270,000 25.56%
% of portfolio
0.07%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$53.94 - $58.15 $58,794 - $63,383
1,090 Added 22.1%
6,022 $339,000
Q3 2024

Nov 14, 2024
SELL
$49.7 - $56.11 $2,683 - $3,029
-54 Reduced 1.08%
4,932 $270,000
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $26,589 - $29,057
523 Added 11.72%
4,986 $276,000
Q1 2024

May 13, 2024
BUY
$49.02 - $54.29 $218,776 - $242,296
4,463 New
4,463 $242,000

Others Institutions Holding JEPQ

# of Institutions
767
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
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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