Lpl Financial LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Lpl Financial LLC

  • $238 Billion
  • Q4 2024

A detailed history of Lpl Financial LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lpl Financial LLC holds 8,914,358 shares of JEPQ stock, worth $469 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
8,914,358
Previous 8,054,339 10.68%
Holding current value
$469 Million
Previous $442 Million 13.6%
% of portfolio
0.21%
Previous 0.2%

Shares

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

Feb 11, 2025
BUY
$53.94 - $58.15 $46.4 Million - $50 Million
860,019 Added 10.68%
8,914,358 $503 Million
Q3 2024

Nov 08, 2024
BUY
$49.7 - $56.11 $41.6 Million - $47 Million
837,415 Added 11.6%
8,054,339 $442 Million
Q2 2024

Aug 07, 2024
BUY
$50.84 - $55.56 $51.7 Million - $56.5 Million
1,017,261 Added 16.41%
7,216,924 $401 Million
Q1 2024

May 10, 2024
BUY
$49.02 - $54.29 $55.8 Million - $61.8 Million
1,138,413 Added 22.49%
6,199,663 $336 Million
Q4 2023

Feb 14, 2024
BUY
$45.1 - $50.32 $64.1 Million - $71.5 Million
1,421,039 Added 39.04%
5,061,250 $253 Million
Q3 2023

Nov 13, 2023
BUY
$46.47 - $49.43 $41.3 Million - $44 Million
889,644 Added 32.34%
3,640,211 $171 Million
Q2 2023

Jul 31, 2023
BUY
$44.13 - $48.37 $36.5 Million - $40 Million
827,464 Added 43.03%
2,750,567 $133 Million
Q1 2023

May 10, 2023
BUY
$40.25 - $45.09 $45.1 Million - $50.5 Million
1,120,566 Added 139.63%
1,923,103 $86.7 Million
Q4 2022

Feb 07, 2023
BUY
$40.31 - $44.62 $31.7 Million - $35.1 Million
785,583 Added 4633.61%
802,537 $32.7 Million
Q3 2022

Nov 14, 2022
BUY
$41.65 - $49.9 $706,134 - $846,004
16,954 New
16,954 $706,000

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

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

Track Lpl Financial LLC Portfolio

Follow Lpl Financial 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 Lpl Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lpl Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email