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

Mutual Advisors, LLC

$3.31 Billion
Q4 2024

A detailed history of Mutual Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Mutual Advisors, LLC holds 38,956 shares of JEPQ stock, worth $1.95 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

38,956

Previous 29,289 33.01%

Holding current value

$1.95 Million

Previous $1.61 Million 36.57%

% of portfolio

0.07%

Previous 0.05%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$53.94 - $58.15 $521,437 - $562,136	9,667 Added 33.01%	38,956 $2.2 Million
Q3 2024 Oct 25, 2024	BUY	$49.7 - $56.11 $476,921 - $538,431	9,596 Added 48.73%	29,289 $1.61 Million
Q2 2024 Jul 30, 2024	BUY	$50.84 - $55.56 $150,638 - $164,624	2,963 Added 17.71%	19,693 $1.09 Million
Q1 2024 May 02, 2024	BUY	$49.02 - $54.29 $247,943 - $274,598	5,058 Added 43.33%	16,730 $907,000
Q4 2023 Jan 12, 2024	BUY	$45.1 - $50.32 $311,235 - $347,258	6,901 Added 144.64%	11,672 $582,000
Q3 2023 Nov 13, 2023	BUY	$46.47 - $49.43 $28,114 - $29,905	605 Added 14.52%	4,771 $223,000
Q2 2023 Jul 31, 2023	BUY	$44.13 - $48.37 $183,845 - $201,509	4,166 New	4,166 $201,000

Others Institutions Holding JEPQ

# of Institutions

780

Shares Held

139M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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