A detailed history of Fiduciary Alliance LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Fiduciary Alliance LLC holds 21,447 shares of JEPQ stock, worth $1.2 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
21,447
Previous 23,208 7.59%
Holding current value
$1.2 Million
Previous $1.29 Billion 8.45%
% of portfolio
0.16%
Previous 0.21%

Shares

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

Oct 11, 2024

SELL
$49.7 - $56.11 $87,521 - $98,809
-1,761 Reduced 7.59%
21,447 $1.18 Billion
Q2 2024

Jul 09, 2024

BUY
$50.84 - $55.56 $192,276 - $210,127
3,782 Added 19.47%
23,208 $1.29 Billion
Q1 2024

Apr 17, 2024

BUY
$49.02 - $54.29 $613,975 - $679,982
12,525 Added 181.5%
19,426 $1.05 Billion
Q4 2023

Jan 17, 2024

BUY
$45.1 - $50.32 $311,235 - $347,258
6,901 New
6,901 $345 Million

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 Fiduciary Alliance LLC Portfolio

Follow Fiduciary Alliance 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 Fiduciary Alliance LLC, based on Form 13F filings with the SEC.

News

Stay updated on Fiduciary Alliance LLC with notifications on news.