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

Western Wealth Management, LLC

  • $1.72 Billion
  • Q3 2024

A detailed history of Western Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Western Wealth Management, LLC holds 24,707 shares of JEPQ stock, worth $1.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
24,707
Previous 14,386 71.74%
Holding current value
$1.4 Million
Previous $798,000 70.05%
% of portfolio
0.08%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $512,953 - $579,111
10,321 Added 71.74%
24,707 $1.36 Million
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $96,240 - $105,175
1,893 Added 15.15%
14,386 $798,000
Q1 2024

May 02, 2024
BUY
$49.02 - $54.29 $265,149 - $293,654
5,409 Added 76.36%
12,493 $677,000
Q4 2023

Jan 31, 2024
BUY
$45.1 - $50.32 $2,706 - $3,019
60 Added 0.85%
7,084 $353,000
Q3 2023

Nov 07, 2023
BUY
$46.47 - $49.43 $86,805 - $92,335
1,868 Added 36.23%
7,024 $329,000
Q2 2023

Aug 30, 2023
BUY
$44.13 - $48.37 $227,534 - $249,395
5,156 New
5,156 $249,000

Others Institutions Holding JEPQ

# of Institutions
627
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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