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 86,865 shares of JEPQ stock, worth $4.55 Million. This represents 3.68% of its overall portfolio holdings.

Number of Shares
86,865
Previous 102,621 15.35%
Holding current value
$4.55 Million
Previous $5.57 Billion 13.39%
% of portfolio
3.68%
Previous 4.81%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Stone Crest Wealth Management, Inc. Portfolio

Follow Stone Crest Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Crest Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stone Crest Wealth Management, Inc. with notifications on news.