Marion Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History

Marion Wealth Management

  • $375 Million
  • Q4 2024

A detailed history of Marion Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Marion Wealth Management holds 11,325 shares of JEPQ stock, worth $633,973. This represents 0.17% of its overall portfolio holdings.

Number of Shares
11,325
Previous 11,071 2.29%
Holding current value
$633,973
Previous $608,000 4.93%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Jan 13, 2025
BUY
$53.94 - $58.15 $13,700 - $14,770
254 Added 2.29%
11,325 $638,000
Q3 2024

Oct 07, 2024
BUY
$49.7 - $56.11 $80,712 - $91,122
1,624 Added 17.19%
11,071 $608,000
Q2 2024

Jul 09, 2024
SELL
$50.84 - $55.56 $12,964 - $14,167
-255 Reduced 2.63%
9,447 $524,000
Q1 2024

Apr 08, 2024
BUY
$49.02 - $54.29 $34,657 - $38,383
707 Added 7.86%
9,702 $526,000
Q4 2023

Jan 10, 2024
BUY
$45.1 - $50.32 $2,570 - $2,868
57 Added 0.64%
8,995 $449,000
Q3 2023

Oct 18, 2023
SELL
$46.47 - $49.43 $30,530 - $32,475
-657 Reduced 6.85%
8,938 $419,000
Q2 2023

Jul 24, 2023
BUY
$44.13 - $48.37 $423,427 - $464,110
9,595 New
9,595 $464,000

Others Institutions Holding JEPQ

# of Institutions
773
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
Track This Portfolio

Track Marion Wealth Management Portfolio

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

News

Stay updated on Marion Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email