A detailed history of Steele Capital Management, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Steele Capital Management, Inc. holds 11,583 shares of JEPQ stock, worth $636,254. This represents 0.04% of its overall portfolio holdings.

Number of Shares
11,583
Previous 7,333 57.96%
Holding current value
$636,254
Previous $398 Million 61.63%
% of portfolio
0.04%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 16, 2024

BUY
$50.84 - $55.56 $216,070 - $236,130
4,250 Added 57.96%
11,583 $643 Million
Q1 2024

Apr 18, 2024

BUY
$49.02 - $54.29 $359,463 - $398,108
7,333 New
7,333 $398 Million

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Steele Capital Management, Inc. Portfolio

Follow Steele Capital Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Steele Capital Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Steele Capital Management, Inc. with notifications on news.