Tcfg Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Tcfg Wealth Management, LLC

  • $199 Billion
  • Q4 2024

A detailed history of Tcfg Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Tcfg Wealth Management, LLC holds 63,816 shares of JEPQ stock, worth $3.31 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
63,816
Previous 50,691 25.89%
Holding current value
$3.31 Million
Previous $2.78 Billion 29.22%
% of portfolio
1.81%
Previous 1.4%

Shares

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

Jan 30, 2025
BUY
$53.94 - $58.15 $707,962 - $763,218
13,125 Added 25.89%
63,816 $3.6 Billion
Q3 2024

Oct 15, 2024
BUY
$49.7 - $56.11 $2.52 Million - $2.84 Million
50,691 New
50,691 $2.78 Billion

Others Institutions Holding JEPQ

# of Institutions
775
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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