Sheets Smith Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History

Sheets Smith Wealth Management

  • $828 Million
  • Q2 2024

A detailed history of Sheets Smith Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sheets Smith Wealth Management holds 12,930 shares of JEPQ stock, worth $701,969. This represents 0.09% of its overall portfolio holdings.

Number of Shares
12,930
Previous 12,770 1.25%
Holding current value
$701,969
Previous $692,000 3.61%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Jul 30, 2024
BUY
$50.84 - $55.56 $8,134 - $8,889
160 Added 1.25%
12,930 $717,000
Q1 2024

May 08, 2024
BUY
$49.02 - $54.29 $22,059 - $24,430
450 Added 3.65%
12,770 $692,000
Q3 2023

Oct 23, 2023
BUY
$46.47 - $49.43 $7,435 - $7,908
160 Added 1.32%
12,320 $578,000
Q2 2023

Aug 09, 2023
BUY
$44.13 - $48.37 $20,741 - $22,733
470 Added 4.02%
12,160 $588,000
Q1 2023

May 26, 2023
BUY
$40.25 - $45.09 $468,711 - $525,073
11,645 Added 25877.78%
11,690 $527,000
Q1 2023

May 12, 2023
BUY
$40.25 - $45.09 $1,811 - $2,029
45 New
45 $2,000

Others Institutions Holding JEPQ

# of Institutions
591
Shares Held
106M
Call Options Held
93.9K
Put Options Held
84.7K
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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