A detailed history of Wny Asset Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wny Asset Management, LLC holds 146,629 shares of JEPQ stock, worth $8.42 Million. This represents 0.98% of its overall portfolio holdings.

Number of Shares
146,629
Previous 27,413 434.89%
Holding current value
$8.42 Million
Previous $1.52 Million 429.52%
% of portfolio
0.98%
Previous 0.21%

Shares

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

Nov 12, 2024

BUY
$49.7 - $56.11 $5.93 Million - $6.69 Million
119,216 Added 434.89%
146,629 $8.05 Million
Q2 2024

Aug 12, 2024

BUY
$50.84 - $55.56 $849,536 - $928,407
16,710 Added 156.12%
27,413 $1.52 Million
Q1 2024

May 07, 2024

BUY
$49.02 - $54.29 $199,511 - $220,960
4,070 Added 61.36%
10,703 $580,000
Q4 2023

Feb 21, 2024

BUY
$45.1 - $50.32 $299,148 - $333,772
6,633 New
6,633 $331,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Wny Asset Management, LLC Portfolio

Follow Wny Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wny Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wny Asset Management, LLC with notifications on news.