Howard Financial Services, Ltd. J P Morgan ETF Tr Nasdaq Equit Transaction History

Howard Financial Services, Ltd.

$726 Million
Q1 2025

A detailed history of Howard Financial Services, Ltd. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 12,264 shares of JEPQ stock, worth $597,747. This represents 0.09% of its overall portfolio holdings.

Number of Shares

12,264

Previous 14,228 13.8%

Holding current value

$597,747

Previous $802,000 20.82%

% of portfolio

0.09%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	SELL	$51.45 - $58.51 $101,047 - $114,913	-1,964 Reduced 13.8%	12,264 $635,000
Q4 2024 Jan 15, 2025	BUY	$53.94 - $58.15 $109,983 - $118,567	2,039 Added 16.73%	14,228 $802,000
Q3 2024 Oct 08, 2024	SELL	$49.7 - $56.11 $47,861 - $54,033	-963 Reduced 7.32%	12,189 $669,000
Q2 2024 Jul 12, 2024	BUY	$50.84 - $55.56 $33,198 - $36,280	653 Added 5.22%	13,152 $729,000
Q1 2024 Apr 16, 2024	SELL	$49.02 - $54.29 $25,588 - $28,339	-522 Reduced 4.01%	12,499 $677,000
Q2 2023 Jul 12, 2023	BUY	$44.13 - $48.37 $147,129 - $161,265	3,334 Added 34.42%	13,021 $629,000
Q1 2023 Apr 05, 2023	SELL	$40.25 - $45.09 $120,750 - $135,270	-3,000 Reduced 23.65%	9,687 $436,000
Q4 2022 Jan 13, 2023	BUY	$40.31 - $44.62 $511,412 - $566,093	12,687 New	12,687 $0

Others Institutions Holding JEPQ

# of Institutions

781

Shares Held

139M

Call Options Held

332K

Put Options Held

202K

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About J P MORGAN ETF TR NASDAQ EQUIT

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Howard Financial Services, Ltd. J P Morgan ETF Tr Nasdaq Equit Transaction History