A detailed history of Eagle Bluffs Wealth Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Eagle Bluffs Wealth Management LLC holds 113,069 shares of JEPQ stock, worth $6.49 Million. This represents 3.35% of its overall portfolio holdings.

Number of Shares
113,069
Previous 105,501 7.17%
Holding current value
$6.49 Million
Previous $5.86 Million 6.06%
% of portfolio
3.35%
Previous 3.41%

Shares

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

Nov 04, 2024

BUY
$49.7 - $56.11 $376,129 - $424,640
7,568 Added 7.17%
113,069 $6.21 Million
Q2 2024

Jul 19, 2024

BUY
$50.84 - $55.56 $286,890 - $313,525
5,643 Added 5.65%
105,501 $5.86 Million
Q1 2024

Apr 22, 2024

BUY
$49.02 - $54.29 $290,884 - $322,156
5,934 Added 6.32%
99,858 $5.42 Million
Q4 2023

Jan 30, 2024

BUY
$45.1 - $50.32 $785,777 - $876,725
17,423 Added 22.77%
93,924 $4.69 Million
Q3 2023

Oct 30, 2023

SELL
$46.47 - $49.43 $304,146 - $323,519
-6,545 Reduced 7.88%
76,501 $3.59 Million
Q2 2023

Jul 18, 2023

BUY
$44.13 - $48.37 $74,447 - $81,600
1,687 Added 2.07%
83,046 $4.02 Million
Q1 2023

May 04, 2023

BUY
$40.25 - $45.09 $597,390 - $669,225
14,842 Added 22.31%
81,359 $3.67 Million
Q4 2022

Jan 25, 2023

BUY
$40.31 - $44.62 $2.68 Million - $2.97 Million
66,517 New
66,517 $0

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 Eagle Bluffs Wealth Management LLC Portfolio

Follow Eagle Bluffs Wealth Management LLC 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 Eagle Bluffs Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Eagle Bluffs Wealth Management LLC with notifications on news.