Monterey Private Wealth, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Monterey Private Wealth, Inc.

  • $303 Million
  • Q4 2024

A detailed history of Monterey Private Wealth, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 39,194 shares of JEPQ stock, worth $2.19 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
39,194
Previous 21,222 84.69%
Holding current value
$2.19 Million
Previous $1.17 Million 89.61%
% of portfolio
0.73%
Previous 0.4%

Shares

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

Jan 16, 2025
BUY
$53.94 - $58.15 $969,409 - $1.05 Million
17,972 Added 84.69%
39,194 $2.21 Million
Q3 2024

Oct 03, 2024
BUY
$49.7 - $56.11 $190,649 - $215,237
3,836 Added 22.06%
21,222 $1.17 Million
Q2 2024

Jul 08, 2024
BUY
$50.84 - $55.56 $883,904 - $965,966
17,386 New
17,386 $964,000

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 Monterey Private Wealth, Inc. Portfolio

Follow Monterey Private Wealth, 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 Monterey Private Wealth, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Monterey Private Wealth, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email