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

Concord Wealth Partners

  • $548 Million
  • Q1 2024

A detailed history of Concord Wealth Partners transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Concord Wealth Partners holds 25,554 shares of JEPQ stock, worth $1.42 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
25,554
Previous 24,310 5.12%
Holding current value
$1.42 Million
Previous $1.21 Million 14.26%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Apr 30, 2024
BUY
$49.02 - $54.29 $60,980 - $67,536
1,244 Added 5.12%
25,554 $1.39 Million
Q4 2023

Apr 30, 2024
BUY
$45.1 - $50.32 $31,975 - $35,676
709 Added 3.0%
24,310 $1.21 Million
Q4 2023

Feb 05, 2024
BUY
$45.1 - $50.32 $31,975 - $35,676
709 Added 3.0%
24,310 $1.21 Million
Q3 2023

Apr 30, 2024
SELL
$46.47 - $49.43 $32,947 - $35,045
-709 Reduced 2.92%
23,601 $1.11 Million
Q3 2023

Oct 25, 2023
BUY
$46.47 - $49.43 $1.1 Million - $1.17 Million
23,601 New
23,601 $1.11 Million

Others Institutions Holding JEPQ

# of Institutions
513
Shares Held
85.7M
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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