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

Tradition Wealth Management, LLC

$1.06 Billion
Q4 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 198,576 shares of JEPQ stock, worth $11.4 Million. This represents 1.06% of its overall portfolio holdings.

Number of Shares

198,576

Previous 158,934 24.94%

Holding current value

$11.4 Million

Previous $8.73 Million 28.24%

% of portfolio

1.06%

Previous 0.83%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$53.94 - $58.15 $2.14 Million - $2.31 Million	39,642 Added 24.94%	198,576 $11.2 Million
Q3 2024 Nov 14, 2024	BUY	$49.7 - $56.11 $424,438 - $479,179	8,540 Added 5.68%	158,934 $8.73 Million
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

767

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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Industry ETFs

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