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

Iam Advisory, LLC

  • $394 Million
  • Q3 2024

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 5,897 shares of JEPQ stock, worth $321,150. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,897
Previous 5,743 2.68%
Holding current value
$321,150
Previous $318,000 1.57%
% of portfolio
0.08%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
609
Shares Held
110M
Call Options Held
80.9K
Put Options Held
82.6K
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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