Steel Peak Wealth Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Steel Peak Wealth Management LLC

  • $2.41 Billion
  • Q4 2024

A detailed history of Steel Peak Wealth Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Steel Peak Wealth Management LLC holds 18,249 shares of JEPQ stock, worth $1.07 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
18,249
Previous 12,665 44.09%
Holding current value
$1.07 Million
Previous $695,000 47.91%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
BUY
$53.94 - $58.15 $301,200 - $324,709
5,584 Added 44.09%
18,249 $1.03 Million
Q3 2024

Oct 25, 2024
BUY
$49.7 - $56.11 $259,931 - $293,455
5,230 Added 70.34%
12,665 $695,000
Q2 2024

Jul 16, 2024
BUY
$50.84 - $55.56 $19,522 - $21,335
384 Added 5.45%
7,435 $412,000
Q1 2024

Apr 17, 2024
BUY
$49.02 - $54.29 $345,640 - $382,798
7,051 New
7,051 $382,000

Others Institutions Holding JEPQ

# of Institutions
764
Shares Held
136M
Call Options Held
332K
Put Options Held
202K
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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