Total Clarity Wealth Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Total Clarity Wealth Management, Inc.

$295 Million
Q4 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 41,768 shares of JEPQ stock, worth $2.36 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

41,768

Previous 88,263 52.68%

Holding current value

$2.36 Million

Previous $4.85 Million 51.44%

% of portfolio

0.8%

Previous 1.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	$53.94 - $58.15 $2.51 Million - $2.7 Million	-46,495 Reduced 52.68%	41,768 $2.35 Million
Q3 2024 Oct 21, 2024	BUY	$49.7 - $56.11 $106,407 - $120,131	2,141 Added 2.49%	88,263 $4.85 Million
Q2 2024 Aug 09, 2024	SELL	$50.84 - $55.56 $408,956 - $446,924	-8,044 Reduced 8.54%	86,122 $4.78 Million
Q1 2024 Apr 22, 2024	BUY	$49.02 - $54.29 $934,762 - $1.04 Million	19,069 Added 25.39%	94,166 $5.11 Million
Q4 2023 Jan 23, 2024	BUY	$45.1 - $50.32 $1.39 Million - $1.55 Million	30,730 Added 69.26%	75,097 $3.75 Million
Q3 2023 Oct 24, 2023	BUY	$46.47 - $49.43 $958,629 - $1.02 Million	20,629 Added 86.9%	44,367 $2.08 Million
Q2 2023 Jul 24, 2023	BUY	$44.13 - $48.37 $213,942 - $234,497	4,848 Added 25.66%	23,738 $1.15 Million
Q1 2023 May 04, 2023	BUY	$40.25 - $45.09 $760,322 - $851,750	18,890 New	18,890 $851,000

Others Institutions Holding JEPQ

# of Institutions

769

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Total Clarity Wealth Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History