Hbk Sorce Advisory LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Hbk Sorce Advisory LLC

  • $2.53 Billion
  • Q4 2024

A detailed history of Hbk Sorce Advisory LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 8,893 shares of JEPQ stock, worth $433,444. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,893
Previous 8,935 0.47%
Holding current value
$433,444
Previous $490,000 2.24%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 10, 2025
SELL
$53.94 - $58.15 $2,265 - $2,442
-42 Reduced 0.47%
8,893 $501,000
Q3 2024

Nov 12, 2024
SELL
$49.7 - $56.11 $154,666 - $174,614
-3,112 Reduced 25.83%
8,935 $490,000
Q2 2024

Aug 08, 2024
BUY
$50.84 - $55.56 $211,443 - $231,074
4,159 Added 52.73%
12,047 $668,000
Q1 2024

May 09, 2024
BUY
$49.02 - $54.29 $60,392 - $66,885
1,232 Added 18.51%
7,888 $427,000
Q4 2023

Jan 25, 2024
BUY
$45.1 - $50.32 $300,185 - $334,929
6,656 New
6,656 $332,000

Others Institutions Holding JEPQ

# of Institutions
782
Shares Held
139M
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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