Fortis Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Fortis Advisors, LLC

  • $130 Million
  • Q3 2024

A detailed history of Fortis Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Fortis Advisors, LLC holds 6,982 shares of JEPQ stock, worth $406,003. This represents 0.29% of its overall portfolio holdings.

Number of Shares
6,982
Previous 4,716 48.05%
Holding current value
$406,003
Previous $261,000 46.74%
% of portfolio
0.29%
Previous 0.2%

Shares

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

Nov 07, 2024
BUY
$49.7 - $56.11 $112,620 - $127,145
2,266 Added 48.05%
6,982 $383,000
Q2 2024

Dec 05, 2024
SELL
$50.84 - $55.56 $115,203 - $125,898
-2,266 Reduced 32.45%
4,716 $261,000
Q2 2024

Aug 08, 2024
BUY
$50.84 - $55.56 $132,997 - $145,344
2,616 Added 124.57%
4,716 $261,000
Q1 2024

May 13, 2024
BUY
$49.02 - $54.29 $102,942 - $114,009
2,100 New
2,100 $113,000

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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