Wealth Effects LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wealth Effects LLC

  • $255 Million
  • Q3 2024

A detailed history of Wealth Effects LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealth Effects LLC holds 34,400 shares of JEPQ stock, worth $2 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
34,400
Previous 30,017 14.6%
Holding current value
$2 Million
Previous $1.67 Million 13.45%
% of portfolio
0.74%
Previous 0.69%

Shares

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

Oct 21, 2024
BUY
$49.7 - $56.11 $217,835 - $245,930
4,383 Added 14.6%
34,400 $1.89 Million
Q2 2024

Aug 02, 2024
SELL
$50.84 - $55.56 $102,696 - $112,231
-2,020 Reduced 6.31%
30,017 $1.67 Million
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $88,726 - $98,264
1,810 Added 5.99%
32,037 $1.74 Million
Q4 2023

Jan 29, 2024
BUY
$45.1 - $50.32 $256,032 - $285,666
5,677 Added 23.12%
30,227 $1.51 Million
Q3 2023

Oct 16, 2023
BUY
$46.47 - $49.43 $309,490 - $329,203
6,660 Added 37.23%
24,550 $1.15 Million
Q2 2023

Jul 18, 2023
BUY
$44.13 - $48.37 $457,407 - $501,355
10,365 Added 137.74%
17,890 $865,000
Q1 2023

May 04, 2023
BUY
$40.25 - $45.09 $302,881 - $339,302
7,525 New
7,525 $339,000

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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