Smallwood Wealth Investment Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Smallwood Wealth Investment Management, LLC

  • $152 Million
  • Q1 2025

A detailed history of Smallwood Wealth Investment Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Smallwood Wealth Investment Management, LLC holds 13,514 shares of JEPQ stock, worth $693,808. This represents 0.46% of its overall portfolio holdings.

Number of Shares
13,514
Previous 8,956 50.89%
Holding current value
$693,808
Previous $504,000 38.69%
% of portfolio
0.46%
Previous 0.36%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$51.45 - $58.51 $234,509 - $266,688
4,558 Added 50.89%
13,514 $699,000
Q4 2024

Jan 17, 2025
BUY
$53.94 - $58.15 $483,086 - $520,791
8,956 New
8,956 $504,000

Others Institutions Holding JEPQ

# of Institutions
818
Shares Held
155M
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
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