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

Western Wealth Management, LLC

  • $1.27 Billion
  • Q1 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 12,493 shares of JEPQ stock, worth $698,108. This represents 0.05% of its overall portfolio holdings.

Number of Shares
12,493
Previous 7,084 76.36%
Holding current value
$698,108
Previous $353,000 91.78%
% of portfolio
0.05%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
515
Shares Held
85.9M
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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