Lifestyle Asset Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Lifestyle Asset Management, Inc.

$184 Billion
Q4 2024

A detailed history of Lifestyle Asset Management, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lifestyle Asset Management, Inc. holds 58,694 shares of JEPQ stock, worth $3.32 Million. This represents 1.8% of its overall portfolio holdings.

Number of Shares

58,694

Previous 58,159 0.92%

Holding current value

$3.32 Million

Previous $3.19 Billion 3.58%

% of portfolio

1.8%

Previous 1.76%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$53.94 - $58.15 $28,857 - $31,110	535 Added 0.92%	58,694 $3.31 Billion
Q3 2024 Oct 31, 2024	BUY	$49.7 - $56.11 $10,784 - $12,175	217 Added 0.37%	58,159 $3.19 Billion
Q2 2024 Jul 19, 2024	BUY	$50.84 - $55.56 $1.16 Million - $1.26 Million	22,745 Added 64.62%	57,942 $3.22 Billion
Q1 2024 Apr 19, 2024	BUY	$49.02 - $54.29 $97,353 - $107,819	1,986 Added 5.98%	35,197 $1.91 Billion
Q4 2023 Feb 12, 2024	BUY	$45.1 - $50.32 $1.17 Million - $1.31 Million	26,031 Added 362.55%	33,211 $1.66 Billion
Q3 2023 Oct 05, 2023	BUY	$46.47 - $49.43 $333,654 - $354,907	7,180 New	7,180 $337 Million

Others Institutions Holding JEPQ

# of Institutions

771

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 Lifestyle Asset Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lifestyle Asset Management, Inc. with notifications on news.

Account

Lifestyle Asset Management, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History