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 $218,601. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,905
Previous 61,271 93.63%
Holding current value
$218,601
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
771
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 Masso Torrence Wealth Management Inc. Portfolio

Follow Masso Torrence Wealth Management Inc. 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 Masso Torrence Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Masso Torrence Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email