Tyler Stone Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History

Tyler Stone Wealth Management

$535 Million
Q4 2024

A detailed history of Tyler Stone Wealth Management transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Tyler Stone Wealth Management holds 71,446 shares of JEPQ stock, worth $3.7 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

71,446

Previous 77,296 7.57%

Holding current value

$3.7 Million

Previous $4.25 Million 5.11%

% of portfolio

0.75%

Previous 0.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	SELL	$53.94 - $58.15 $315,549 - $340,177	-5,850 Reduced 7.57%	71,446 $4.03 Million
Q3 2024 Nov 04, 2024	BUY	$49.7 - $56.11 $2.44 Million - $2.75 Million	49,047 Added 173.62%	77,296 $4.25 Million
Q2 2024 Aug 14, 2024	BUY	$50.84 - $55.56 $289,482 - $316,358	5,694 Added 25.24%	28,249 $1.57 Million
Q1 2024 May 15, 2024	BUY	$49.02 - $54.29 $300,492 - $332,797	6,130 Added 37.32%	22,555 $1.22 Million
Q4 2023 Feb 14, 2024	BUY	$45.1 - $50.32 $72,836 - $81,266	1,615 Added 10.9%	16,425 $820,000
Q3 2023 Nov 14, 2023	BUY	$46.47 - $49.43 $18,588 - $19,772	400 Added 2.78%	14,810 $695,000
Q2 2023 Aug 14, 2023	BUY	$44.13 - $48.37 $635,913 - $697,011	14,410 New	14,410 $697,000

Others Institutions Holding JEPQ

# of Institutions

775

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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Tyler Stone Wealth Management J P Morgan ETF Tr Nasdaq Equit Transaction History