Napa Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History

Napa Wealth Management

  • $231 Billion
  • Q4 2024

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 13,177 shares of JEPQ stock, worth $682,305. This represents 0.32% of its overall portfolio holdings.

Number of Shares
13,177
Previous 9,386 40.39%
Holding current value
$682,305
Previous $516 Million 44.1%
% of portfolio
0.32%
Previous 0.24%

Shares

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

Feb 14, 2025
BUY
$53.94 - $58.15 $204,486 - $220,446
3,791 Added 40.39%
13,177 $743 Million
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

# of Institutions
774
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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