Johnson & White Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Johnson & White Wealth Management, LLC

  • $165 Million
  • Q4 2024

A detailed history of Johnson & White Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Johnson & White Wealth Management, LLC holds 7,215 shares of JEPQ stock, worth $413,203. This represents 0.25% of its overall portfolio holdings.

Number of Shares
7,215
Previous 5,381 34.08%
Holding current value
$413,203
Previous $296,000 37.16%
% of portfolio
0.25%
Previous 0.25%

Shares

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

Jan 13, 2025
BUY
$53.94 - $58.15 $98,925 - $106,647
1,834 Added 34.08%
7,215 $406,000
Q3 2024

Oct 03, 2024
SELL
$49.7 - $56.11 $546 - $617
-11 Reduced 0.2%
5,381 $296,000
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $274,129 - $299,579
5,392 New
5,392 $299,000

Others Institutions Holding JEPQ

# of Institutions
645
Shares Held
116M
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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