Wr Wealth Planners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wr Wealth Planners, LLC

  • $301 Million
  • Q4 2024

A detailed history of Wr Wealth Planners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wr Wealth Planners, LLC holds 2,081 shares of JEPQ stock, worth $111,978. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,081
Previous 1,649 26.2%
Holding current value
$111,978
Previous $90,000 30.0%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$53.94 - $58.15 $23,302 - $25,120
432 Added 26.2%
2,081 $117,000
Q3 2024

Oct 17, 2024
BUY
$49.7 - $56.11 $18,736 - $21,153
377 Added 29.64%
1,649 $90,000
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $61,058 - $66,727
1,201 Added 1691.55%
1,272 $70,000
Q1 2024

Jul 31, 2024
BUY
$49.02 - $54.29 $3,480 - $3,854
71 New
71 $3,000

Others Institutions Holding JEPQ

# of Institutions
821
Shares Held
156M
Call Options Held
679K
Put Options Held
672K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Wr Wealth Planners, LLC Portfolio

Follow Wr Wealth Planners, 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 Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email