Wetherby Asset Management Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wetherby Asset Management Inc holds 3,809 shares of JEPQ stock, worth $215,475. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,809
Previous 3,737 1.93%
Holding current value
$215,475
Previous $207,000 0.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 14, 2024
BUY
$49.7 - $56.11 $3,578 - $4,039
72 Added 1.93%
3,809 $209,000
Q2 2024

Aug 14, 2024
SELL
$50.84 - $55.56 $29,029 - $31,724
-571 Reduced 13.25%
3,737 $207,000
Q1 2024

May 15, 2024
SELL
$49.02 - $54.29 $5,686 - $6,297
-116 Reduced 2.62%
4,308 $233,000
Q4 2023

Feb 14, 2024
BUY
$45.1 - $50.32 $199,522 - $222,615
4,424 New
4,424 $220,000

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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