Allworth Financial LP J P Morgan ETF Tr Nasdaq Equit Transaction History

Allworth Financial LP

  • $17.3 Billion
  • Q4 2024

A detailed history of Allworth Financial LP transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Allworth Financial LP holds 2,365 shares of JEPQ stock, worth $132,392. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,365
Previous 1,298 82.2%
Holding current value
$132,392
Previous $71,000 87.32%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 30, 2025
BUY
$53.94 - $58.15 $57,553 - $62,046
1,067 Added 82.2%
2,365 $133,000
Q3 2024

Oct 23, 2024
BUY
$49.7 - $56.11 $4,671 - $5,274
94 Added 7.81%
1,298 $71,000
Q2 2024

Jul 23, 2024
BUY
$50.84 - $55.56 $26,589 - $29,057
523 Added 76.8%
1,204 $66,000
Q1 2024

Apr 25, 2024
SELL
$49.02 - $54.29 $24,902 - $27,579
-508 Reduced 42.72%
681 $36,000
Q4 2023

Jan 24, 2024
BUY
$45.1 - $50.32 $19,798 - $22,090
439 Added 58.53%
1,189 $59,000
Q2 2023

Jul 18, 2023
BUY
$44.13 - $48.37 $33,097 - $36,277
750 New
750 $36,000

Others Institutions Holding JEPQ

# of Institutions
773
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
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 Allworth Financial LP Portfolio

Follow Allworth Financial LP 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 Allworth Financial LP, based on Form 13F filings with the SEC.

News

Stay updated on Allworth Financial LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email