Lgt Financial Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Lgt Financial Advisors LLC

  • $45.2 Billion
  • Q4 2024

A detailed history of Lgt Financial Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 230 shares of JEPQ stock, worth $13,006. This represents 0.03% of its overall portfolio holdings.

Number of Shares
230
Previous 245 6.12%
Holding current value
$13,006
Previous $13.4 Million 3.65%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Feb 14, 2025
SELL
$53.94 - $58.15 $809 - $872
-15 Reduced 6.12%
230 $12.9 Million
Q3 2024

Oct 31, 2024
BUY
$49.7 - $56.11 $596 - $673
12 Added 5.15%
245 $13.4 Million
Q2 2024

Aug 05, 2024
BUY
$50.84 - $55.56 $101 - $111
2 Added 0.87%
233 $12.9 Million
Q1 2024

May 02, 2024
BUY
$49.02 - $54.29 $49 - $54
1 Added 0.43%
231 $12.5 Million
Q4 2023

Feb 12, 2024
SELL
$45.1 - $50.32 $21,828 - $24,354
-484 Reduced 67.79%
230 $11.5 Million
Q3 2023

Nov 01, 2023
BUY
$46.47 - $49.43 $33,179 - $35,293
714 New
714 $33.5 Million

Others Institutions Holding JEPQ

# of Institutions
769
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
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