Confluence Wealth Services, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Confluence Wealth Services, Inc.

  • $1.31 Billion
  • Q3 2024

A detailed history of Confluence Wealth Services, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Confluence Wealth Services, Inc. holds 15,140 shares of JEPQ stock, worth $856,469. This represents 0.06% of its overall portfolio holdings.

Number of Shares
15,140
Previous 8,814 71.77%
Holding current value
$856,469
Previous $489,000 69.94%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Oct 29, 2024
BUY
$49.7 - $56.11 $314,402 - $354,951
6,326 Added 71.77%
15,140 $831,000
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $53,737 - $58,726
1,057 Added 13.63%
8,814 $489,000
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $380,248 - $421,127
7,757 New
7,757 $420,000

Others Institutions Holding JEPQ

# of Institutions
627
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 Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, 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 Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email