Baron Silver Stevens Financial Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Baron Silver Stevens Financial Advisors, LLC

  • $587 Million
  • Q4 2024

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 10,313 shares of JEPQ stock, worth $534,316. This represents 0.1% of its overall portfolio holdings.

Number of Shares
10,313
Previous 6,729 53.26%
Holding current value
$534,316
Previous $369,000 57.45%
% of portfolio
0.1%
Previous 0.06%

Shares

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

Jan 17, 2025
BUY
$53.94 - $58.15 $193,320 - $208,409
3,584 Added 53.26%
10,313 $581,000
Q2 2024

Jul 18, 2024
BUY
$50.84 - $55.56 $53,076 - $58,004
1,044 Added 18.36%
6,729 $373,000
Q1 2024

May 02, 2024
SELL
$49.02 - $54.29 $105,834 - $117,212
-2,159 Reduced 27.52%
5,685 $308,000
Q4 2023

Feb 07, 2024
BUY
$45.1 - $50.32 $353,764 - $394,710
7,844 New
7,844 $391,000

Others Institutions Holding JEPQ

# of Institutions
773
Shares Held
138M
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
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