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

Perissos Private Wealth Management, LLC

  • $125 Billion
  • Q3 2024

A detailed history of Perissos Private Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Perissos Private Wealth Management, LLC holds 16,034 shares of JEPQ stock, worth $932,377. This represents 0.71% of its overall portfolio holdings.

Number of Shares
16,034
Previous 10,127 58.33%
Holding current value
$932,377
Previous $562 Million 56.7%
% of portfolio
0.71%
Previous 0.5%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $293,577 - $331,441
5,907 Added 58.33%
16,034 $881 Million
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $250,437 - $273,688
4,926 Added 94.71%
10,127 $562 Million
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $254,953 - $282,362
5,201 New
5,201 $282 Million

Others Institutions Holding JEPQ

# of Institutions
630
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
Track This Portfolio

Track Perissos Private Wealth Management, LLC Portfolio

Follow Perissos Private Wealth Management, LLC 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 Perissos Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Perissos Private Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email