Focused Wealth Management, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Focused Wealth Management, Inc

  • $742 Million
  • Q4 2024

A detailed history of Focused Wealth Management, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Focused Wealth Management, Inc holds 11,264 shares of JEPQ stock, worth $583,587. This represents 0.09% of its overall portfolio holdings.

Number of Shares
11,264
Previous 7,240 55.58%
Holding current value
$583,587
Previous $397,000 59.95%
% of portfolio
0.09%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $217,054 - $233,995
4,024 Added 55.58%
11,264 $635,000
Q3 2024

Oct 30, 2024
BUY
$49.7 - $56.11 $359,828 - $406,236
7,240 New
7,240 $397,000
Q4 2023

Jan 10, 2024
BUY
$45.1 - $50.32 $9,065 - $10,114
201 New
201 $10,000

Others Institutions Holding JEPQ

# of Institutions
775
Shares Held
138M
Call Options Held
332K
Put Options Held
202K
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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