Patriot Financial Group Insurance Agency, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Patriot Financial Group Insurance Agency, LLC

$704 Million
Q4 2024

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 95,752 shares of JEPQ stock, worth $5.52 Million. This represents 0.77% of its overall portfolio holdings.

Number of Shares

95,752

Previous 91,453 4.7%

Holding current value

$5.52 Million

Previous $5.02 Million 7.47%

% of portfolio

0.77%

Previous 0.7%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$53.94 - $58.15 $231,888 - $249,986	4,299 Added 4.7%	95,752 $5.4 Million
Q3 2024 Oct 24, 2024	BUY	$49.7 - $56.11 $470,609 - $531,305	9,469 Added 11.55%	91,453 $5.02 Million
Q2 2024 Jul 26, 2024	BUY	$50.84 - $55.56 $711,505 - $777,562	13,995 Added 20.58%	81,984 $4.55 Million
Q1 2024 Apr 30, 2024	BUY	$49.02 - $54.29 $1.21 Million - $1.35 Million	24,780 Added 57.35%	67,989 $3.69 Million
Q4 2023 Jan 19, 2024	BUY	$45.1 - $50.32 $1.95 Million - $2.17 Million	43,209 New	43,209 $2.16 Million

Others Institutions Holding JEPQ

# of Institutions

735

Shares Held

129M

Call Options Held

292K

Put Options Held

264K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Patriot Financial Group Insurance Agency, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History