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

Perennial Investment Advisors, LLC

  • $826 Million
  • Q4 2024

A detailed history of Perennial Investment Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 53,576 shares of JEPQ stock, worth $3.12 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
53,576
Previous 45,494 17.76%
Holding current value
$3.12 Million
Previous $2.5 Million 20.9%
% of portfolio
0.37%
Previous 0.33%

Shares

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

Feb 12, 2025
BUY
$53.94 - $58.15 $435,943 - $469,968
8,082 Added 17.76%
53,576 $3.02 Million
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $36,479 - $41,184
734 Added 1.64%
45,494 $2.5 Million
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $39,706 - $43,392
781 Added 1.78%
44,760 $2.48 Million
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $107,598 - $119,166
2,195 Added 5.25%
43,979 $2.39 Million
Q4 2023

Feb 14, 2024
BUY
$45.1 - $50.32 $235,422 - $262,670
5,220 Added 14.28%
41,784 $2.09 Million
Q3 2023

Nov 14, 2023
BUY
$46.47 - $49.43 $1.08 Million - $1.15 Million
23,205 Added 173.7%
36,564 $1.72 Million
Q2 2023

Aug 14, 2023
BUY
$44.13 - $48.37 $318,662 - $349,279
7,221 Added 117.64%
13,359 $646,000
Q1 2023

May 11, 2023
BUY
$40.25 - $45.09 $247,054 - $276,762
6,138 New
6,138 $276,000

Others Institutions Holding JEPQ

# of Institutions
761
Shares Held
136M
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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