Householder Group Estate & Retirement Specialist, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 19,882 shares of JEPQ stock, worth $1.11 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

19,882

Previous 73,087 72.8%

Holding current value

$1.11 Million

Previous $4.01 Million 72.1%

% of portfolio

0.84%

Previous 1.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$53.94 - $58.15 $2.87 Million - $3.09 Million	-53,205 Reduced 72.8%	19,882 $1.12 Million
Q3 2024 Oct 18, 2024	SELL	$49.7 - $56.11 $973,324 - $1.1 Million	-19,584 Reduced 21.13%	73,087 $4.01 Million
Q2 2024 Jul 17, 2024	BUY	$50.84 - $55.56 $404,483 - $442,035	7,956 Added 9.39%	92,671 $5.14 Million
Q1 2024 May 03, 2024	BUY	$49.02 - $54.29 $1.72 Million - $1.91 Million	35,168 Added 70.98%	84,715 $4.59 Million
Q4 2023 Jan 23, 2024	BUY	$45.1 - $50.32 $1.34 Million - $1.5 Million	29,769 Added 150.52%	49,547 $2.47 Million
Q3 2023 Oct 10, 2023	BUY	$46.47 - $49.43 $919,083 - $977,626	19,778 New	19,778 $928,000

Others Institutions Holding JEPQ

# of Institutions

773

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Householder Group Estate & Retirement Specialist, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Householder Group Estate & Retirement Specialist, LLC with notifications on news.

Account

Householder Group Estate & Retirement Specialist, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History