Sheets Smith Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History

Sheets Smith Wealth Management

$802 Million
Q4 2024

A detailed history of Sheets Smith Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sheets Smith Wealth Management holds 19,880 shares of JEPQ stock, worth $1.12 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

19,880

Previous 16,267 22.21%

Holding current value

$1.12 Million

Previous $893,000 25.42%

% of portfolio

0.14%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$53.94 - $58.15 $194,885 - $210,095	3,613 Added 22.21%	19,880 $1.12 Million
Q3 2024 Nov 01, 2024	BUY	$49.7 - $56.11 $165,848 - $187,239	3,337 Added 25.81%	16,267 $893,000
Q2 2024 Jul 30, 2024	BUY	$50.84 - $55.56 $8,134 - $8,889	160 Added 1.25%	12,930 $717,000
Q1 2024 May 08, 2024	BUY	$49.02 - $54.29 $22,059 - $24,430	450 Added 3.65%	12,770 $692,000
Q3 2023 Oct 23, 2023	BUY	$46.47 - $49.43 $7,435 - $7,908	160 Added 1.32%	12,320 $578,000
Q2 2023 Aug 09, 2023	BUY	$44.13 - $48.37 $20,741 - $22,733	470 Added 4.02%	12,160 $588,000
Q1 2023 May 26, 2023	BUY	$40.25 - $45.09 $468,711 - $525,073	11,645 Added 25877.78%	11,690 $527,000
Q1 2023 May 12, 2023	BUY	$40.25 - $45.09 $1,811 - $2,029	45 New	45 $2,000

Others Institutions Holding JEPQ

# of Institutions

771

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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Sheets Smith Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History