Stone Crest Wealth Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Stone Crest Wealth Management, Inc.

  • $153 Billion
  • Q4 2024

A detailed history of Stone Crest Wealth Management, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Stone Crest Wealth Management, Inc. holds 87,775 shares of JEPQ stock, worth $5.14 Million. This represents 3.23% of its overall portfolio holdings.

Number of Shares
87,775
Previous 84,195 4.25%
Holding current value
$5.14 Million
Previous $4.62 Billion 7.0%
% of portfolio
3.23%
Previous 3.36%

Shares

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

Jan 15, 2025
BUY
$53.94 - $58.15 $193,105 - $208,177
3,580 Added 4.25%
87,775 $4.95 Billion
Q3 2024

Oct 08, 2024
SELL
$49.7 - $56.11 $132,699 - $149,813
-2,670 Reduced 3.07%
84,195 $4.62 Billion
Q2 2024

Jul 15, 2024
SELL
$50.84 - $55.56 $801,035 - $875,403
-15,756 Reduced 15.35%
86,865 $4.82 Billion
Q1 2024

Apr 22, 2024
SELL
$49.02 - $54.29 $456,621 - $505,711
-9,315 Reduced 8.32%
102,621 $5.57 Billion
Q4 2023

Jan 22, 2024
BUY
$45.1 - $50.32 $5.05 Million - $5.63 Million
111,936 New
111,936 $5.59 Billion

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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