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

Balboa Wealth Partners

  • $389 Million
  • Q3 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 25,440 shares of JEPQ stock, worth $1.47 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
25,440
Previous 29,888 14.88%
Holding current value
$1.47 Million
Previous $1.66 Million 15.74%
% of portfolio
0.36%
Previous 0.45%

Shares

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

Nov 06, 2024
SELL
$49.7 - $56.11 $221,065 - $249,577
-4,448 Reduced 14.88%
25,440 $1.4 Million
Q2 2024

Aug 13, 2024
BUY
$50.84 - $55.56 $330,307 - $360,973
6,497 Added 27.78%
29,888 $1.66 Million
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
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
Track This Portfolio

Track Balboa Wealth Partners Portfolio

Follow Balboa Wealth Partners and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Balboa Wealth Partners, based on Form 13F filings with the SEC.

News

Stay updated on Balboa Wealth Partners with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email