Lido Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Lido Advisors, LLC

$21.7 Billion
Q4 2024

A detailed history of Lido Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lido Advisors, LLC holds 23,457 shares of JEPQ stock, worth $1.24 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

23,457

Previous 8,559 174.06%

Holding current value

$1.24 Million

Previous $470,000 181.28%

% of portfolio

0.01%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$53.94 - $58.15 $803,598 - $866,318	14,898 Added 174.06%	23,457 $1.32 Million
Q3 2024 Nov 14, 2024	BUY	$49.7 - $56.11 $31,609 - $35,685	636 Added 8.03%	8,559 $470,000
Q2 2024 Aug 14, 2024	SELL	$50.84 - $55.56 $12,201 - $13,334	-240 Reduced 2.94%	7,923 $439,000
Q1 2024 May 15, 2024	SELL	$49.02 - $54.29 $514,170 - $569,447	-10,489 Reduced 56.24%	8,163 $442,000
Q4 2023 Feb 14, 2024	BUY	$45.1 - $50.32 $13,214 - $14,743	293 Added 1.6%	18,652 $931,000
Q3 2023 Nov 14, 2023	BUY	$46.47 - $49.43 $100,607 - $107,015	2,165 Added 13.37%	18,359 $861,000
Q2 2023 Aug 09, 2023	BUY	$44.13 - $48.37 $42,320 - $46,386	959 Added 6.29%	16,194 $783,000
Q1 2023 May 15, 2023	BUY	$40.25 - $45.09 $613,208 - $686,946	15,235 New	15,235 $686,000

Others Institutions Holding JEPQ

# of Institutions

774

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Lido Advisors, LLC with notifications on news.

Account

Lido Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History