Perigon Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Perigon Wealth Management, LLC

  • $3.42 Billion
  • Q2 2024

A detailed history of Perigon Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 17,424 shares of JEPQ stock, worth $954,660. This represents 0.03% of its overall portfolio holdings.

Number of Shares
17,424
Previous 16,022 8.75%
Holding current value
$954,660
Previous $869,000 11.28%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 02, 2024
BUY
$50.84 - $55.56 $71,277 - $77,895
1,402 Added 8.75%
17,424 $967,000
Q1 2024

Apr 29, 2024
BUY
$49.02 - $54.29 $122,402 - $135,562
2,497 Added 18.46%
16,022 $869,000
Q4 2023

Jan 29, 2024
BUY
$45.1 - $50.32 $205,791 - $229,610
4,563 Added 50.91%
13,525 $675,000
Q3 2023

Oct 30, 2023
BUY
$46.47 - $49.43 $77,093 - $82,004
1,659 Added 22.72%
8,962 $420,000
Q2 2023

Aug 02, 2023
BUY
$44.13 - $48.37 $17,740 - $19,444
402 Added 5.83%
7,303 $353,000
Q1 2023

May 03, 2023
BUY
$40.25 - $45.09 $277,765 - $311,166
6,901 New
6,901 $311,000

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

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