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

Kfg Wealth Management, LLC

  • $385 Million
  • Q4 2024

A detailed history of Kfg Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 21,828 shares of JEPQ stock, worth $1.26 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
21,828
Previous 17,368 25.68%
Holding current value
$1.26 Million
Previous $954,000 28.93%
% of portfolio
0.32%
Previous 0.28%

Shares

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

Jan 21, 2025
BUY
$53.94 - $58.15 $240,572 - $259,349
4,460 Added 25.68%
21,828 $1.23 Million
Q3 2024

Oct 15, 2024
BUY
$49.7 - $56.11 $82,104 - $92,693
1,652 Added 10.51%
17,368 $954,000
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $285,771 - $312,302
5,621 Added 55.68%
15,716 $872,000
Q1 2024

Apr 19, 2024
BUY
$49.02 - $54.29 $494,856 - $548,057
10,095 New
10,095 $547,000

Others Institutions Holding JEPQ

# of Institutions
767
Shares Held
137M
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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