Consilium Wealth Advisory, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Consilium Wealth Advisory, LLC

  • $182 Million
  • Q2 2024

A detailed history of Consilium Wealth Advisory, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Consilium Wealth Advisory, LLC holds 64,470 shares of JEPQ stock, worth $3.38 Million. This represents 1.97% of its overall portfolio holdings.

Number of Shares
64,470
Previous 66,738 3.4%
Holding current value
$3.38 Million
Previous $3.62 Million 1.13%
% of portfolio
1.97%
Previous 2.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 01, 2024
SELL
$50.84 - $55.56 $115,305 - $126,010
-2,268 Reduced 3.4%
64,470 $3.58 Million
Q1 2024

Apr 30, 2024
BUY
$49.02 - $54.29 $190,834 - $211,350
3,893 Added 6.19%
66,738 $3.62 Million
Q4 2023

Jan 10, 2024
SELL
$45.1 - $50.32 $113,426 - $126,554
-2,515 Reduced 3.85%
62,845 $3.14 Million
Q3 2023

Oct 10, 2023
BUY
$46.47 - $49.43 $15,102 - $16,064
325 Added 0.5%
65,360 $3.07 Million
Q2 2023

Jul 13, 2023
BUY
$44.13 - $48.37 $2.87 Million - $3.15 Million
65,035 New
65,035 $3.15 Million

Others Institutions Holding JEPQ

# of Institutions
590
Shares Held
106M
Call Options Held
93.9K
Put Options Held
84.7K
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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