A detailed history of Lee Johnson Capital Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lee Johnson Capital Management, LLC holds 264,667 shares of JEPQ stock, worth $14.3 Million. This represents 7.46% of its overall portfolio holdings.

Number of Shares
264,667
Previous 794,563 66.69%
Holding current value
$14.3 Million
Previous $39.7 Million 63.82%
% of portfolio
7.46%
Previous 60.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024

SELL
$49.02 - $54.29 $26 Million - $28.8 Million
-529,896 Reduced 66.69%
264,667 $14.4 Million
Q4 2023

Jan 18, 2024

BUY
$45.1 - $50.32 $783,747 - $874,460
17,378 Added 2.24%
794,563 $39.7 Million
Q3 2023

Nov 02, 2023

BUY
$46.47 - $49.43 $631,899 - $672,149
13,598 Added 1.78%
777,185 $36.5 Million
Q2 2023

Jul 21, 2023

BUY
$44.13 - $48.37 $9.39 Million - $10.3 Million
212,840 Added 38.65%
763,587 $36.9 Million
Q1 2023

Apr 11, 2023

BUY
$40.25 - $45.09 $22.2 Million - $24.8 Million
550,747 New
550,747 $24.8 Million

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Lee Johnson Capital Management, LLC Portfolio

Follow Lee Johnson Capital 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 Lee Johnson Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lee Johnson Capital Management, LLC with notifications on news.