Cherry Tree Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Cherry Tree Wealth Management, LLC

  • $404 Billion
  • Q4 2024

A detailed history of Cherry Tree Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cherry Tree Wealth Management, LLC holds 5,985 shares of JEPQ stock, worth $349,404. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,985
Previous 6,100 1.89%
Holding current value
$349,404
Previous $335 Million 0.7%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Feb 04, 2025
SELL
$53.94 - $58.15 $6,203 - $6,687
-115 Reduced 1.89%
5,985 $337 Million
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $9,045 - $10,212
182 Added 3.08%
6,100 $335 Million
Q2 2024

Aug 06, 2024
BUY
$50.84 - $55.56 $93,443 - $102,119
1,838 Added 45.05%
5,918 $328 Million
Q4 2023

Feb 06, 2024
BUY
$45.1 - $50.32 $23,767 - $26,518
527 Added 14.83%
4,080 $204 Million
Q3 2023

Nov 14, 2023
BUY
$46.47 - $49.43 $66,452 - $70,684
1,430 Added 67.36%
3,553 $167 Million
Q2 2023

Aug 09, 2023
BUY
$44.13 - $48.37 $93,687 - $102,689
2,123 New
2,123 $103 Million

Others Institutions Holding JEPQ

# of Institutions
763
Shares Held
136M
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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