Balboa Wealth Partners J P Morgan ETF Tr Nasdaq Equit Transaction History

Balboa Wealth Partners

  • $310 Million
  • Q1 2024

A detailed history of Balboa Wealth Partners transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Balboa Wealth Partners holds 23,391 shares of JEPQ stock, worth $1.31 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
23,391
Previous 10,180 129.77%
Holding current value
$1.31 Million
Previous $508,000 149.61%
% of portfolio
0.41%
Previous 0.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$49.02 - $54.29 $647,603 - $717,225
13,211 Added 129.77%
23,391 $1.27 Million
Q4 2023

Feb 09, 2024
BUY
$45.1 - $50.32 $163,622 - $182,560
3,628 Added 55.37%
10,180 $508,000
Q3 2023

Oct 23, 2023
BUY
$46.47 - $49.43 $304,471 - $323,865
6,552 New
6,552 $307,000

Others Institutions Holding JEPQ

# of Institutions
515
Shares Held
85.9M
Call Options Held
65.2K
Put Options Held
102K
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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