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

Masso Torrence Wealth Management Inc.

  • $178 Million
  • Q4 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 3,905 shares of JEPQ stock, worth $224,615. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,905
Previous 61,271 93.63%
Holding current value
$224,615
Previous $3.37 Million 93.46%
% of portfolio
0.12%
Previous 1.9%

Shares

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

Jan 23, 2025
SELL
$53.94 - $58.15 $3.09 Million - $3.34 Million
-57,366 Reduced 93.63%
3,905 $220,000
Q3 2024

Oct 23, 2024
BUY
$49.7 - $56.11 $75,593 - $85,343
1,521 Added 2.55%
61,271 $3.37 Million
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
674
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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