A detailed history of Napa Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Napa Wealth Management holds 9,386 shares of JEPQ stock, worth $521,955. This represents 0.24% of its overall portfolio holdings.

Number of Shares
9,386
Holding current value
$521,955
% of portfolio
0.24%

Shares

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

Nov 07, 2024

BUY
$49.7 - $56.11 $466,484 - $526,648
9,386 New
9,386 $516 Million
Q4 2023

Feb 22, 2024

BUY
$45.1 - $50.32 $1.11 Million - $1.24 Million
24,656 New
24,656 $1.23 Billion

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Napa Wealth Management Portfolio

Follow Napa Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Napa Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Napa Wealth Management with notifications on news.