Hbw Advisory Services LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Hbw Advisory Services LLC

  • $622 Million
  • Q3 2024

A detailed history of Hbw Advisory Services LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Hbw Advisory Services LLC holds 17,826 shares of JEPQ stock, worth $1.04 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
17,826
Previous 18,870 5.53%
Holding current value
$1.04 Million
Previous $1.05 Million 6.49%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Oct 04, 2024
SELL
$49.7 - $56.11 $51,886 - $58,578
-1,044 Reduced 5.53%
17,826 $979,000
Q2 2024

Jul 05, 2024
BUY
$50.84 - $55.56 $294,668 - $322,025
5,796 Added 44.33%
18,870 $1.05 Million
Q4 2023

Jan 16, 2024
BUY
$45.1 - $50.32 $188,923 - $210,790
4,189 Added 47.15%
13,074 $653,000
Q3 2023

Oct 11, 2023
SELL
$46.47 - $49.43 $50,791 - $54,026
-1,093 Reduced 10.95%
8,885 $417,000
Q2 2023

Jul 05, 2023
BUY
$44.13 - $48.37 $440,329 - $482,635
9,978 New
9,978 $483,000

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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