Black Diamond Wealth Management Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Black Diamond Wealth Management Inc.

  • $135 Million
  • Q3 2024

A detailed history of Black Diamond Wealth Management Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Black Diamond Wealth Management Inc. holds 7,611 shares of JEPQ stock, worth $427,814. This represents 0.31% of its overall portfolio holdings.

Number of Shares
7,611
Previous 7,827 2.76%
Holding current value
$427,814
Previous $434,000 3.69%
% of portfolio
0.31%
Previous 0.32%

Shares

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

Nov 14, 2024
SELL
$49.7 - $56.11 $10,735 - $12,119
-216 Reduced 2.76%
7,611 $418,000
Q2 2024

Aug 13, 2024
SELL
$50.84 - $55.56 $32,740 - $35,780
-644 Reduced 7.6%
7,827 $434,000
Q1 2024

May 13, 2024
BUY
$49.02 - $54.29 $6,911 - $7,654
141 Added 1.69%
8,471 $459,000
Q4 2023

Feb 09, 2024
BUY
$45.1 - $50.32 $19,347 - $21,587
429 Added 5.43%
8,330 $415,000
Q3 2023

Nov 01, 2023
BUY
$46.47 - $49.43 $367,159 - $390,546
7,901 New
7,901 $370,000

Others Institutions Holding JEPQ

# of Institutions
628
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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