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

Kfg Wealth Management, LLC

  • $229 Million
  • Q2 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 15,716 shares of JEPQ stock, worth $861,079. This represents 0.38% of its overall portfolio holdings.

Number of Shares
15,716
Previous 10,095 55.68%
Holding current value
$861,079
Previous $547,000 59.41%
% of portfolio
0.38%
Previous 0.25%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
591
Shares Held
106M
Call Options Held
93.9K
Put Options Held
84.7K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Kfg Wealth Management, LLC Portfolio

Follow Kfg Wealth Management, 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 Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email