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

Kingsview Wealth Management, LLC

$4.45 Billion
Q3 2024

A detailed history of Kingsview Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kingsview Wealth Management, LLC holds 97,725 shares of JEPQ stock, worth $5.61 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

97,725

Previous 89,288 9.45%

Holding current value

$5.61 Million

Previous $4.96 Million 8.34%

% of portfolio

0.12%

Previous 0.12%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$49.7 - $56.11 $419,318 - $473,400	8,437 Added 9.45%	97,725 $5.37 Million
Q2 2024 Aug 14, 2024	BUY	$50.84 - $55.56 $1.14 Million - $1.25 Million	22,490 Added 33.67%	89,288 $4.96 Million
Q1 2024 May 09, 2024	BUY	$49.02 - $54.29 $743,976 - $823,959	15,177 Added 29.4%	66,798 $3.62 Million
Q4 2023 Feb 08, 2024	BUY	$45.1 - $50.32 $141,253 - $157,602	3,132 Added 6.46%	51,621 $2.58 Million
Q3 2023 Nov 07, 2023	BUY	$46.47 - $49.43 $574,090 - $610,658	12,354 Added 34.19%	48,489 $2.28 Million
Q2 2023 Aug 10, 2023	BUY	$44.13 - $48.37 $883,306 - $968,173	20,016 Added 124.18%	36,135 $1.75 Million
Q1 2023 May 15, 2023	BUY	$40.25 - $45.09 $198,513 - $222,383	4,932 Added 44.09%	16,119 $726,000
Q4 2022 Feb 13, 2023	BUY	$40.31 - $44.62 $450,947 - $499,163	11,187 New	11,187 $456,000

Others Institutions Holding JEPQ

# of Institutions

630

Shares Held

118M

Call Options Held

292K

Put Options Held

264K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Kingsview Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History