Guided Capital Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Guided Capital Wealth Management, LLC

  • $120 Billion
  • Q1 2025

A detailed history of Guided Capital Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Guided Capital Wealth Management, LLC holds 113,934 shares of JEPQ stock, worth $5.85 Million. This represents 4.93% of its overall portfolio holdings.

Number of Shares
113,934
Previous 105,098 8.41%
Holding current value
$5.85 Million
Previous $5.93 Billion 0.44%
% of portfolio
4.93%
Previous 5.43%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 21, 2025
BUY
$51.45 - $58.51 $454,612 - $516,994
8,836 Added 8.41%
113,934 $5.9 Billion
Q4 2024

Jan 29, 2025
BUY
$53.94 - $58.15 $5.67 Million - $6.11 Million
105,098 New
105,098 $5.93 Billion

Others Institutions Holding JEPQ

# of Institutions
796
Shares Held
140M
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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