Global Retirement Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Global Retirement Partners, LLC

$3.4 Billion
Q4 2024

A detailed history of Global Retirement Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Global Retirement Partners, LLC holds 47,687 shares of JEPQ stock, worth $2.67 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

47,687

Previous 42,161 13.11%

Holding current value

$2.67 Million

Previous $2.32 Million 16.11%

% of portfolio

0.08%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$53.94 - $58.15 $298,072 - $321,336	5,526 Added 13.11%	47,687 $2.69 Million
Q3 2024 Oct 16, 2024	BUY	$49.7 - $56.11 $725,868 - $819,486	14,605 Added 53.0%	42,161 $2.32 Million
Q2 2024 Jul 23, 2024	BUY	$50.84 - $55.56 $430,818 - $470,815	8,474 Added 44.41%	27,556 $1.53 Million
Q1 2024 Apr 23, 2024	BUY	$49.02 - $54.29 $61,667 - $68,296	1,258 Added 7.06%	19,082 $1.04 Million
Q4 2023 Jan 18, 2024	BUY	$45.1 - $50.32 $342,579 - $382,230	7,596 Added 74.27%	17,824 $889,000
Q3 2023 Oct 13, 2023	BUY	$46.47 - $49.43 $463,724 - $493,261	9,979 Added 4007.63%	10,228 $480,000
Q2 2023 Jul 20, 2023	BUY	$44.13 - $48.37 $9,399 - $10,302	213 Added 591.67%	249 $12,000
Q1 2023 May 05, 2023	BUY	$40.25 - $45.09 $442 - $495	11 Added 44.0%	36 $1,000
Q4 2022 Feb 13, 2023	BUY	$40.31 - $44.62 $1,007 - $1,115	25 New	25 $1,000

Others Institutions Holding JEPQ

# of Institutions

773

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

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About J P MORGAN ETF TR NASDAQ EQUIT

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Global Retirement Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History