Pensionmark Financial Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Pensionmark Financial Group, LLC

  • $3.54 Billion
  • Q4 2024

A detailed history of Pensionmark Financial Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 12,917 shares of JEPQ stock, worth $669,229. This represents 0.02% of its overall portfolio holdings.

Number of Shares
12,917
Previous 8,691 48.63%
Holding current value
$669,229
Previous $477,000 52.62%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Feb 12, 2025
BUY
$53.94 - $58.15 $227,950 - $245,741
4,226 Added 48.63%
12,917 $728,000
Q3 2024

Nov 25, 2024
SELL
$49.7 - $56.11 $3.7 Million - $4.18 Million
-74,423 Reduced 89.54%
8,691 $477,000
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $4.13 Million - $4.66 Million
83,114 New
83,114 $4.57 Million

Others Institutions Holding JEPQ

# of Institutions
775
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
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