Concorde Asset Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Concorde Asset Management, LLC

  • $183 Million
  • Q4 2024

A detailed history of Concorde Asset Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Concorde Asset Management, LLC holds 6,036 shares of JEPQ stock, worth $314,777. This represents 0.19% of its overall portfolio holdings.

Number of Shares
6,036
Previous 3,850 56.78%
Holding current value
$314,777
Previous $211,000 61.14%
% of portfolio
0.19%
Previous 0.12%

Shares

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

Feb 13, 2025
BUY
$53.94 - $58.15 $117,912 - $127,115
2,186 Added 56.78%
6,036 $340,000
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $191,345 - $216,023
3,850 New
3,850 $211,000

Others Institutions Holding JEPQ

# of Institutions
774
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
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