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

Axxcess Wealth Management, LLC

  • $3.9 Billion
  • Q3 2024

A detailed history of Axxcess Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Axxcess Wealth Management, LLC holds 44,494 shares of JEPQ stock, worth $2.57 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
44,494
Previous 51,889 14.25%
Holding current value
$2.57 Million
Previous $2.88 Million 15.11%
% of portfolio
0.06%
Previous 0.08%

Shares

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

Nov 04, 2024
SELL
$49.7 - $56.11 $367,531 - $414,933
-7,395 Reduced 14.25%
44,494 $2.44 Million
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $31,114 - $34,002
612 Added 1.19%
51,889 $2.88 Million
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $247,011 - $273,567
5,039 Added 10.9%
51,277 $2.78 Million
Q4 2023

Feb 06, 2024
BUY
$45.1 - $50.32 $1.53 Million - $1.71 Million
33,912 Added 275.13%
46,238 $2.31 Million
Q3 2023

Nov 14, 2023
BUY
$46.47 - $49.43 $572,789 - $609,274
12,326 New
12,326 $578,000

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
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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