Wellington Shields Capital Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wellington Shields Capital Management, LLC

  • $1.23 Billion
  • Q4 2024

A detailed history of Wellington Shields Capital Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wellington Shields Capital Management, LLC holds 4,300 shares of JEPQ stock, worth $222,783. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,300
Previous 4,300 -0.0%
Holding current value
$222,783
Previous $236,000 2.54%
% of portfolio
0.02%
Previous 0.04%

Shares

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

May 03, 2024
SELL
$49.02 - $54.29 $58,824 - $65,148
-1,200 Reduced 21.82%
4,300 $233,000
Q1 2023

May 11, 2023
BUY
$40.25 - $45.09 $221,375 - $247,995
5,500 New
5,500 $247,000

Others Institutions Holding JEPQ

# of Institutions
775
Shares Held
139M
Call Options Held
332K
Put Options Held
202K
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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