Cyndeo Wealth Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Cyndeo Wealth Partners, LLC

  • $1.4 Billion
  • Q3 2024

A detailed history of Cyndeo Wealth Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cyndeo Wealth Partners, LLC holds 7,953 shares of JEPQ stock, worth $442,266. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,953
Previous 6,943 14.55%
Holding current value
$442,266
Previous $385,000 13.25%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 18, 2024
BUY
$49.7 - $56.11 $50,197 - $56,671
1,010 Added 14.55%
7,953 $436,000
Q2 2024

Jul 30, 2024
BUY
$50.84 - $55.56 $352,982 - $385,753
6,943 New
6,943 $385,000

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
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