Carolinas Wealth Consulting LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Carolinas Wealth Consulting LLC

  • $577 Million
  • Q3 2024

A detailed history of Carolinas Wealth Consulting LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Carolinas Wealth Consulting LLC holds 3,595 shares of JEPQ stock, worth $199,917. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,595
Previous 97 3606.19%
Holding current value
$199,917
Previous $5,000 3840.0%
% of portfolio
0.03%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$49.7 - $56.11 $173,850 - $196,272
3,498 Added 3606.19%
3,595 $197,000
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $4,754 - $5,266
97 New
97 $5,000

Others Institutions Holding JEPQ

# of Institutions
626
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 Carolinas Wealth Consulting LLC Portfolio

Follow Carolinas Wealth Consulting LLC 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 Carolinas Wealth Consulting LLC, based on Form 13F filings with the SEC.

News

Stay updated on Carolinas Wealth Consulting LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email