Total Clarity Wealth Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Total Clarity Wealth Management, Inc.

$296 Million
Q3 2024

A detailed history of Total Clarity Wealth Management, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Total Clarity Wealth Management, Inc. holds 88,263 shares of JEPQ stock, worth $5.1 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares

88,263

Previous 86,122 2.49%

Holding current value

$5.1 Million

Previous $4.78 Million 1.44%

% of portfolio

1.64%

Previous 1.69%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$49.7 - $56.11 $106,407 - $120,131	2,141 Added 2.49%	88,263 $4.85 Million
Q2 2024 Aug 09, 2024	SELL	$50.84 - $55.56 $408,956 - $446,924	-8,044 Reduced 8.54%	86,122 $4.78 Million
Q1 2024 Apr 22, 2024	BUY	$49.02 - $54.29 $934,762 - $1.04 Million	19,069 Added 25.39%	94,166 $5.11 Million
Q4 2023 Jan 23, 2024	BUY	$45.1 - $50.32 $1.39 Million - $1.55 Million	30,730 Added 69.26%	75,097 $3.75 Million
Q3 2023 Oct 24, 2023	BUY	$46.47 - $49.43 $958,629 - $1.02 Million	20,629 Added 86.9%	44,367 $2.08 Million
Q2 2023 Jul 24, 2023	BUY	$44.13 - $48.37 $213,942 - $234,497	4,848 Added 25.66%	23,738 $1.15 Million
Q1 2023 May 04, 2023	BUY	$40.25 - $45.09 $760,322 - $851,750	18,890 New	18,890 $851,000

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

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Total Clarity Wealth Management, Inc. with notifications on news.

Account

Total Clarity Wealth Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History