Perissos Private Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Perissos Private Wealth Management, LLC

  • $110 Billion
  • Q1 2025

A detailed history of Perissos Private Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 34,979 shares of JEPQ stock, worth $1.8 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares
34,979
Previous 33,595 4.12%
Holding current value
$1.8 Million
Previous $1.89 Billion 4.37%
% of portfolio
1.65%
Previous 1.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$51.45 - $58.51 $71,206 - $80,977
1,384 Added 4.12%
34,979 $1.81 Billion
Q4 2024

Jan 29, 2025
BUY
$53.94 - $58.15 $947,240 - $1.02 Million
17,561 Added 109.52%
33,595 $1.89 Billion
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $293,577 - $331,441
5,907 Added 58.33%
16,034 $881 Million
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $250,437 - $273,688
4,926 Added 94.71%
10,127 $562 Million
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $254,953 - $282,362
5,201 New
5,201 $282 Million

Others Institutions Holding JEPQ

# of Institutions
793
Shares Held
141M
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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