Private Wealth Strategies, L.L.C. J P Morgan ETF Tr Nasdaq Equit Transaction History

Private Wealth Strategies, L.L.C.

  • $490 Million
  • Q2 2024

A detailed history of Private Wealth Strategies, L.L.C. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Private Wealth Strategies, L.L.C. holds 6,500 shares of JEPQ stock, worth $358,020. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,500
Previous 5,500 18.18%
Holding current value
$358,020
Previous $298,000 20.81%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Aug 01, 2024
BUY
$50.84 - $55.56 $50,840 - $55,560
1,000 Added 18.18%
6,500 $360,000
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $269,610 - $298,595
5,500 New
5,500 $298,000

Others Institutions Holding JEPQ

# of Institutions
826
Shares Held
240M
Call Options Held
679K
Put Options Held
672K
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 Private Wealth Strategies, L.L.C. Portfolio

Follow Private Wealth Strategies, L.L.C. 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 Private Wealth Strategies, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Private Wealth Strategies, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email