Principle Wealth Partners LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Principle Wealth Partners LLC

$1.35 Billion
Q4 2024

A detailed history of Principle Wealth Partners LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Principle Wealth Partners LLC holds 85,506 shares of JEPQ stock, worth $4.69 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

85,506

Previous 86,446 1.09%

Holding current value

$4.69 Million

Previous $4.75 Million 1.52%

% of portfolio

0.36%

Previous 0.36%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	SELL	$53.94 - $58.15 $50,703 - $54,661	-940 Reduced 1.09%	85,506 $4.82 Million
Q3 2024 Nov 13, 2024	BUY	$49.7 - $56.11 $48,706 - $54,987	980 Added 1.15%	86,446 $4.75 Million
Q2 2024 Aug 13, 2024	SELL	$50.84 - $55.56 $40,824 - $44,614	-803 Reduced 0.93%	85,466 $4.74 Million
Q1 2024 Apr 23, 2024	BUY	$49.02 - $54.29 $198,236 - $219,548	4,044 Added 4.92%	86,269 $4.68 Million
Q4 2023 Feb 05, 2024	BUY	$45.1 - $50.32 $299,058 - $333,671	6,631 Added 8.77%	82,225 $4.11 Million
Q3 2023 Nov 01, 2023	BUY	$46.47 - $49.43 $531,152 - $564,984	11,430 Added 17.81%	75,594 $3.55 Million
Q2 2023 Jul 31, 2023	BUY	$44.13 - $48.37 $2.83 Million - $3.1 Million	64,164 New	64,164 $3.1 Million

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

Ticker JEPQ
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Principle Wealth Partners LLC J P Morgan ETF Tr Nasdaq Equit Transaction History