A detailed history of Tyler Stone Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Tyler Stone Wealth Management holds 77,296 shares of JEPQ stock, worth $4.49 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares
77,296
Previous 28,249 173.62%
Holding current value
$4.49 Million
Previous $1.57 Million 170.9%
% of portfolio
0.83%
Previous 0.66%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

BUY
$49.7 - $56.11 $2.44 Million - $2.75 Million
49,047 Added 173.62%
77,296 $4.25 Million
Q2 2024

Aug 14, 2024

BUY
$50.84 - $55.56 $289,482 - $316,358
5,694 Added 25.24%
28,249 $1.57 Million
Q1 2024

May 15, 2024

BUY
$49.02 - $54.29 $300,492 - $332,797
6,130 Added 37.32%
22,555 $1.22 Million
Q4 2023

Feb 14, 2024

BUY
$45.1 - $50.32 $72,836 - $81,266
1,615 Added 10.9%
16,425 $820,000
Q3 2023

Nov 14, 2023

BUY
$46.47 - $49.43 $18,588 - $19,772
400 Added 2.78%
14,810 $695,000
Q2 2023

Aug 14, 2023

BUY
$44.13 - $48.37 $635,913 - $697,011
14,410 New
14,410 $697,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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