A detailed history of Coldstream Capital Management Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Coldstream Capital Management Inc holds 4,233 shares of JEPQ stock, worth $243,693. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,233
Previous 4,486 5.64%
Holding current value
$243,693
Previous $246,000 3.25%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025

SELL
$53.94 - $58.15 $13,646 - $14,711
-253 Reduced 5.64%
4,233 $238,000
Q3 2024

Nov 15, 2024

BUY
$49.7 - $56.11 $222,954 - $251,709
4,486 New
4,486 $246,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Coldstream Capital Management Inc Portfolio

Follow Coldstream Capital Management Inc 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 Coldstream Capital Management Inc, based on Form 13F filings with the SEC.

News

Stay updated on Coldstream Capital Management Inc with notifications on news.