Tradition Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Tradition Wealth Management, LLC

$988 Million
Q2 2024

A detailed history of Tradition Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Tradition Wealth Management, LLC holds 150,394 shares of JEPQ stock, worth $8.24 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

150,394

Previous 42,578 253.22%

Holding current value

$8.24 Million

Previous $2.31 Million 261.46%

% of portfolio

0.84%

Previous 0.24%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$50.84 - $55.56 $5.48 Million - $5.99 Million	107,816 Added 253.22%	150,394 $8.35 Million
Q1 2024 May 13, 2024	SELL	$49.02 - $54.29 $6,372 - $7,057	-130 Reduced 0.3%	42,578 $2.31 Million
Q4 2023 Feb 12, 2024	BUY	$45.1 - $50.32 $39,688 - $44,281	880 Added 2.1%	42,708 $2.13 Million
Q3 2023 Nov 13, 2023	BUY	$46.47 - $49.43 $50,559 - $53,779	1,088 Added 2.67%	41,828 $1.96 Million
Q2 2023 Aug 14, 2023	BUY	$44.13 - $48.37 $252,423 - $276,676	5,720 Added 16.33%	40,740 $1.97 Million
Q1 2023 May 11, 2023	BUY	$40.25 - $45.09 $1.41 Million - $1.58 Million	35,020 New	35,020 $1.58 Million

Others Institutions Holding JEPQ

# of Institutions

591

Shares Held

106M

Call Options Held

93.9K

Put Options Held

84.7K

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 Tradition Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tradition Wealth Management, LLC with notifications on news.

Account

Tradition Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History