A detailed history of Fundamentun, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Fundamentun, LLC holds 5,719 shares of JEPQ stock, worth $321,464. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,719
Previous 5,767 0.83%
Holding current value
$321,464
Previous $320,000 1.88%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Oct 17, 2024

SELL
$49.7 - $56.11 $2,385 - $2,693
-48 Reduced 0.83%
5,719 $314,000
Q2 2024

Jul 24, 2024

BUY
$50.84 - $55.56 $84,597 - $92,451
1,664 Added 40.56%
5,767 $320,000
Q4 2023

Jan 24, 2024

BUY
$45.1 - $50.32 $185,045 - $206,462
4,103 New
4,103 $204,000

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 Fundamentun, LLC Portfolio

Follow Fundamentun, 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 Fundamentun, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fundamentun, LLC with notifications on news.