Iam Advisory, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Iam Advisory, LLC

  • $381 Million
  • Q1 2025

A detailed history of Iam Advisory, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Iam Advisory, LLC holds 6,451 shares of JEPQ stock, worth $322,679. This represents 0.09% of its overall portfolio holdings.

Number of Shares
6,451
Previous 6,065 6.36%
Holding current value
$322,679
Previous $341,000 2.05%
% of portfolio
0.09%
Previous 0.09%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 11, 2025
BUY
$51.45 - $58.51 $19,859 - $22,584
386 Added 6.36%
6,451 $334,000
Q4 2024

Jan 15, 2025
BUY
$53.94 - $58.15 $9,061 - $9,769
168 Added 2.85%
6,065 $341,000
Q3 2024

Oct 07, 2024
BUY
$49.7 - $56.11 $7,653 - $8,640
154 Added 2.68%
5,897 $323,000
Q2 2024

Jul 12, 2024
SELL
$50.84 - $55.56 $30,504 - $33,336
-600 Reduced 9.46%
5,743 $318,000
Q1 2024

Apr 15, 2024
BUY
$49.02 - $54.29 $6,666 - $7,383
136 Added 2.19%
6,343 $344,000
Q4 2023

Jan 12, 2024
BUY
$45.1 - $50.32 $8,839 - $9,862
196 Added 3.26%
6,207 $309,000
Q3 2023

Oct 10, 2023
BUY
$46.47 - $49.43 $279,331 - $297,123
6,011 New
6,011 $282,000

Others Institutions Holding JEPQ

# of Institutions
781
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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