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

Principle Wealth Partners LLC

  • $1.21 Billion
  • Q1 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 86,269 shares of JEPQ stock, worth $4.82 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
86,269
Previous 82,225 4.92%
Holding current value
$4.82 Million
Previous $4.11 Million 13.98%
% of portfolio
0.39%
Previous 0.37%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
515
Shares Held
85.9M
Call Options Held
65.2K
Put Options Held
102K
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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