Novare Capital Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Novare Capital Management LLC

  • $1.16 Billion
  • Q3 2024

A detailed history of Novare Capital Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Novare Capital Management LLC holds 20,365 shares of JEPQ stock, worth $1.18 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
20,365
Previous 19,500 4.44%
Holding current value
$1.18 Million
Previous $1.08 Million 3.33%
% of portfolio
0.1%
Previous 0.1%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$49.7 - $56.11 $42,990 - $48,535
865 Added 4.44%
20,365 $1.12 Million
Q2 2024

Aug 01, 2024
BUY
$50.84 - $55.56 $228,780 - $250,020
4,500 Added 30.0%
19,500 $1.08 Million
Q1 2024

May 06, 2024
BUY
$49.02 - $54.29 $147,060 - $162,870
3,000 Added 25.0%
15,000 $813,000
Q4 2023

Feb 08, 2024
BUY
$45.1 - $50.32 $45,100 - $50,320
1,000 Added 9.09%
12,000 $599,000
Q3 2023

Nov 02, 2023
BUY
$46.47 - $49.43 $511,170 - $543,730
11,000 New
11,000 $516,000

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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 Novare Capital Management LLC Portfolio

Follow Novare Capital Management 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 Novare Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Novare Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email