Wny Asset Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wny Asset Management, LLC

  • $773 Million
  • Q4 2024

A detailed history of Wny Asset Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wny Asset Management, LLC holds 499,396 shares of JEPQ stock, worth $28.8 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares
499,396
Previous 146,629 240.58%
Holding current value
$28.8 Million
Previous $8.05 Million 249.58%
% of portfolio
3.64%
Previous 0.98%

Shares

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

Feb 21, 2025
BUY
$53.94 - $58.15 $19 Million - $20.5 Million
352,767 Added 240.58%
499,396 $28.2 Million
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $5.93 Million - $6.69 Million
119,216 Added 434.89%
146,629 $8.05 Million
Q2 2024

Aug 12, 2024
BUY
$50.84 - $55.56 $849,536 - $928,407
16,710 Added 156.12%
27,413 $1.52 Million
Q1 2024

May 07, 2024
BUY
$49.02 - $54.29 $199,511 - $220,960
4,070 Added 61.36%
10,703 $580,000
Q4 2023

Feb 21, 2024
BUY
$45.1 - $50.32 $299,148 - $333,772
6,633 New
6,633 $331,000

Others Institutions Holding JEPQ

# of Institutions
767
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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