Wr Wealth Planners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,081 shares of JEPQ stock, worth $119,366. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,081
Previous 1,649 26.2%
Holding current value
$119,366
Previous $90,000 30.0%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Feb 05, 2025
BUY
$53.94 - $58.15 $23,302 - $25,120
432 Added 26.2%
2,081 $117,000
Q3 2024

Oct 17, 2024
BUY
$49.7 - $56.11 $18,736 - $21,153
377 Added 29.64%
1,649 $90,000
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $61,058 - $66,727
1,201 Added 1691.55%
1,272 $70,000
Q1 2024

Jul 31, 2024
BUY
$49.02 - $54.29 $3,480 - $3,854
71 New
71 $3,000

Others Institutions Holding JEPQ

# of Institutions
699
Shares Held
120M
Call Options Held
292K
Put Options Held
264K
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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