Larson Financial Group LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Larson Financial Group LLC

  • $1.92 Billion
  • Q4 2024

A detailed history of Larson Financial Group LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Larson Financial Group LLC holds 59,971 shares of JEPQ stock, worth $3.36 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
59,971
Previous 40,292 48.84%
Holding current value
$3.36 Million
Previous $2.21 Million 52.78%
% of portfolio
0.18%
Previous 0.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$53.94 - $58.15 $1.06 Million - $1.14 Million
19,679 Added 48.84%
59,971 $3.38 Million
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $1.78 Million - $2.01 Million
35,899 Added 817.19%
40,292 $2.21 Million
Q2 2024

Aug 02, 2024
BUY
$50.84 - $55.56 $223,340 - $244,075
4,393 New
4,393 $243,000
Q4 2023

Feb 01, 2024
SELL
$45.1 - $50.32 $72,160 - $80,512
-1,600 Reduced 76.19%
500 $24,000
Q2 2023

Aug 03, 2023
BUY
$44.13 - $48.37 $92,673 - $101,577
2,100 New
2,100 $101,000

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

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Larson Financial Group LLC Portfolio

Follow Larson Financial Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Larson Financial Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Larson Financial Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email