Summit Wealth Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Summit Wealth Partners, LLC

$487 Billion
Q4 2024

A detailed history of Summit Wealth Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 37,441 shares of JEPQ stock, worth $2.03 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares

37,441

Previous 37,819 1.0%

Holding current value

$2.03 Million

Previous $2.08 Billion 1.61%

% of portfolio

0.43%

Previous 0.4%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$53.94 - $58.15 $20,389 - $21,980	-378 Reduced 1.0%	37,441 $2.11 Billion
Q3 2024 Oct 28, 2024	BUY	$49.7 - $56.11 $363,953 - $410,893	7,323 Added 24.01%	37,819 $2.08 Billion
Q2 2024 Sep 11, 2024	BUY	$50.84 - $55.56 $351,456 - $384,086	6,913 Added 29.31%	30,496 $1.69 Billion
Q1 2024 Sep 11, 2024	SELL	$49.02 - $54.29 $39,559 - $43,812	-807 Reduced 3.31%	23,583 $1.28 Billion
Q4 2023 Sep 11, 2024	BUY	$45.1 - $50.32 $139,674 - $155,841	3,097 Added 14.54%	24,390 $1.22 Billion
Q3 2023 Sep 11, 2024	BUY	$46.47 - $49.43 $120,217 - $127,875	2,587 Added 13.83%	21,293 $999 Million
Q2 2023 Sep 11, 2024	BUY	$44.13 - $48.37 $52,911 - $57,995	1,199 Added 6.85%	18,706 $905 Million
Q1 2023 Sep 11, 2024	BUY	$40.25 - $45.09 $24,713 - $27,685	614 Added 3.63%	17,507 $789 Million
Q4 2022 Sep 11, 2024	BUY	$40.31 - $44.62 $370,529 - $410,147	9,192 Added 119.36%	16,893 $689 Million
Q3 2022 Sep 11, 2024	BUY	$41.65 - $49.9 $320,746 - $384,279	7,701 New	7,701 $321 Million

Others Institutions Holding JEPQ

# of Institutions

773

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Summit Wealth Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History