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

Steel Peak Wealth Management LLC

  • $2.25 Billion
  • Q3 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 12,665 shares of JEPQ stock, worth $736,469. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,665
Previous 7,435 70.34%
Holding current value
$736,469
Previous $412,000 68.69%
% of portfolio
0.03%
Previous 0.02%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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