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

Semus Wealth Partners LLC

$143 Billion
Q3 2024

A detailed history of Semus Wealth Partners LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Semus Wealth Partners LLC holds 51,868 shares of JEPQ stock, worth $3.02 Million. This represents 1.99% of its overall portfolio holdings.

Number of Shares

51,868

Previous 45,924 12.94%

Holding current value

$3.02 Million

Previous $2.55 Billion 11.78%

% of portfolio

1.99%

Previous 1.97%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 07, 2024	BUY	$49.7 - $56.11 $295,416 - $333,517	5,944 Added 12.94%	51,868 $2.85 Billion
Q2 2024 Jul 31, 2024	BUY	$50.84 - $55.56 $427,767 - $467,481	8,414 Added 22.43%	45,924 $2.55 Billion
Q1 2024 May 07, 2024	BUY	$49.02 - $54.29 $465,150 - $515,157	9,489 Added 33.86%	37,510 $2.03 Billion
Q4 2023 Jan 23, 2024	BUY	$45.1 - $50.32 $273,125 - $304,737	6,056 Added 27.57%	28,021 $1.4 Billion
Q3 2023 Oct 31, 2023	BUY	$46.47 - $49.43 $384,074 - $408,538	8,265 Added 60.33%	21,965 $1.03 Billion
Q2 2023 Aug 01, 2023	BUY	$44.13 - $48.37 $604,581 - $662,669	13,700 New	13,700 $663 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

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