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

Napa Wealth Management

  • $178 Billion
  • Q1 2025

A detailed history of Napa Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Napa Wealth Management holds 10,642 shares of JEPQ stock, worth $560,088. This represents 0.31% of its overall portfolio holdings.

Number of Shares
10,642
Previous 13,177 19.24%
Holding current value
$560,088
Previous $743 Million 25.83%
% of portfolio
0.31%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$51.45 - $58.51 $130,425 - $148,322
-2,535 Reduced 19.24%
10,642 $551 Million
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $204,486 - $220,446
3,791 Added 40.39%
13,177 $743 Million
Q3 2024

Nov 07, 2024
BUY
$49.7 - $56.11 $466,484 - $526,648
9,386 New
9,386 $516 Million
Q4 2023

Feb 22, 2024
BUY
$45.1 - $50.32 $1.11 Million - $1.24 Million
24,656 New
24,656 $1.23 Billion

Others Institutions Holding JEPQ

# of Institutions
821
Shares Held
156M
Call Options Held
679K
Put Options Held
672K
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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