Kestra Private Wealth Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Kestra Private Wealth Services, LLC

  • $5.67 Billion
  • Q4 2024

A detailed history of Kestra Private Wealth Services, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kestra Private Wealth Services, LLC holds 150,847 shares of JEPQ stock, worth $8.65 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
150,847
Previous 84,570 78.37%
Holding current value
$8.65 Million
Previous $4.65 Million 83.08%
% of portfolio
0.15%
Previous 0.09%

Shares

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

Jan 28, 2025
BUY
$53.94 - $58.15 $3.57 Million - $3.85 Million
66,277 Added 78.37%
150,847 $8.5 Million
Q3 2024

Nov 13, 2024
BUY
$49.7 - $56.11 $2.71 Million - $3.06 Million
54,564 Added 181.84%
84,570 $4.65 Million
Q2 2024

Aug 12, 2024
BUY
$50.84 - $55.56 $106,916 - $116,842
2,103 Added 7.54%
30,006 $1.67 Million
Q1 2024

May 02, 2024
BUY
$49.02 - $54.29 $245,100 - $271,450
5,000 Added 21.83%
27,903 $1.51 Million
Q4 2023

Feb 05, 2024
BUY
$45.1 - $50.32 $416,859 - $465,107
9,243 Added 67.66%
22,903 $1.14 Million
Q3 2023

Nov 07, 2023
BUY
$46.47 - $49.43 $304,796 - $324,211
6,559 Added 92.37%
13,660 $641,000
Q2 2023

Aug 08, 2023
BUY
$44.13 - $48.37 $36,451 - $39,953
826 Added 13.16%
7,101 $343,000
Q1 2023

May 12, 2023
BUY
$40.25 - $45.09 $46,207 - $51,763
1,148 Added 22.39%
6,275 $282,000
Q4 2022

Jan 31, 2023
BUY
$40.31 - $44.62 $206,669 - $228,766
5,127 New
5,127 $209,000

Others Institutions Holding JEPQ

# of Institutions
682
Shares Held
118M
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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