Wealth Effects LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wealth Effects LLC

  • $269 Million
  • Q1 2024

A detailed history of Wealth Effects LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealth Effects LLC holds 32,037 shares of JEPQ stock, worth $1.78 Million. This represents 0.64% of its overall portfolio holdings.

Number of Shares
32,037
Previous 30,227 5.99%
Holding current value
$1.78 Million
Previous $1.51 Million 15.11%
% of portfolio
0.64%
Previous 0.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $88,726 - $98,264
1,810 Added 5.99%
32,037 $1.74 Million
Q4 2023

Jan 29, 2024
BUY
$45.1 - $50.32 $256,032 - $285,666
5,677 Added 23.12%
30,227 $1.51 Million
Q3 2023

Oct 16, 2023
BUY
$46.47 - $49.43 $309,490 - $329,203
6,660 Added 37.23%
24,550 $1.15 Million
Q2 2023

Jul 18, 2023
BUY
$44.13 - $48.37 $457,407 - $501,355
10,365 Added 137.74%
17,890 $865,000
Q1 2023

May 04, 2023
BUY
$40.25 - $45.09 $302,881 - $339,302
7,525 New
7,525 $339,000

Others Institutions Holding JEPQ

# of Institutions
511
Shares Held
85.6M
Call Options Held
65.2K
Put Options Held
102K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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