Personal Cfo Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Personal Cfo Solutions, LLC

  • $482 Million
  • Q1 2025

A detailed history of Personal Cfo Solutions, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 6,455 shares of JEPQ stock, worth $368,709. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,455
Previous 6,022 7.19%
Holding current value
$368,709
Previous $339,000 1.47%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Apr 30, 2025
BUY
$51.45 - $58.51 $22,277 - $25,334
433 Added 7.19%
6,455 $334,000
Q4 2024

Feb 07, 2025
BUY
$53.94 - $58.15 $58,794 - $63,383
1,090 Added 22.1%
6,022 $339,000
Q3 2024

Nov 14, 2024
SELL
$49.7 - $56.11 $2,683 - $3,029
-54 Reduced 1.08%
4,932 $270,000
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $26,589 - $29,057
523 Added 11.72%
4,986 $276,000
Q1 2024

May 13, 2024
BUY
$49.02 - $54.29 $218,776 - $242,296
4,463 New
4,463 $242,000

Others Institutions Holding JEPQ

# of Institutions
882
Shares Held
165M
Call Options Held
1.34M
Put Options Held
671K
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 Personal Cfo Solutions, LLC Portfolio

Follow Personal Cfo Solutions, 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 Personal Cfo Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Personal Cfo Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email