Masso Torrence Wealth Management Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Masso Torrence Wealth Management Inc.

$173 Million
Q2 2024

A detailed history of Masso Torrence Wealth Management Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 59,750 shares of JEPQ stock, worth $3.25 Million. This represents 1.92% of its overall portfolio holdings.

Number of Shares

59,750

Previous 54,825 8.98%

Holding current value

$3.25 Million

Previous $2.97 Million 11.54%

% of portfolio

1.92%

Previous 1.84%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$50.84 - $55.56 $250,387 - $273,633	4,925 Added 8.98%	59,750 $3.32 Million
Q1 2024 Apr 23, 2024	BUY	$49.02 - $54.29 $245,933 - $272,372	5,017 Added 10.07%	54,825 $2.97 Million
Q4 2023 Feb 01, 2024	BUY	$45.1 - $50.32 $670,727 - $748,359	14,872 Added 42.57%	49,808 $2.49 Million
Q3 2023 Nov 07, 2023	BUY	$46.47 - $49.43 $20,632 - $21,946	444 Added 1.29%	34,936 $1.64 Million
Q2 2023 Aug 11, 2023	BUY	$44.13 - $48.37 $713,582 - $782,142	16,170 Added 88.25%	34,492 $1.67 Million
Q1 2023 May 12, 2023	BUY	$40.25 - $45.09 $737,460 - $826,138	18,322 New	18,322 $826,000

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

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Masso Torrence Wealth Management Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History