Prosperity Financial Group, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Prosperity Financial Group, Inc.

$201 Billion
Q4 2024

A detailed history of Prosperity Financial Group, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Prosperity Financial Group, Inc. holds 48,184 shares of JEPQ stock, worth $2.59 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares

48,184

Previous 45,036 6.99%

Holding current value

$2.59 Million

Previous $2.47 Billion 9.81%

% of portfolio

1.35%

Previous 1.38%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$53.94 - $58.15 $169,803 - $183,056	3,148 Added 6.99%	48,184 $2.72 Billion
Q3 2024 Nov 12, 2024	BUY	$49.7 - $56.11 $32,205 - $36,359	648 Added 1.46%	45,036 $2.47 Billion
Q2 2024 Aug 13, 2024	BUY	$50.84 - $55.56 $121,914 - $133,232	2,398 Added 5.71%	44,388 $2.46 Billion
Q1 2024 May 15, 2024	SELL	$49.02 - $54.29 $1.22 Million - $1.35 Million	-24,828 Reduced 37.16%	41,990 $2.28 Billion
Q4 2023 Feb 14, 2024	BUY	$45.1 - $50.32 $180,986 - $201,934	4,013 Added 6.39%	66,818 $3.34 Billion
Q3 2023 Nov 07, 2023	BUY	$46.47 - $49.43 $621,675 - $661,274	13,378 Added 27.07%	62,805 $2.95 Billion
Q2 2023 Sep 12, 2023	BUY	$44.13 - $48.37 $7,016 - $7,690	159 Added 0.32%	49,427 $2.39 Billion
Q1 2023 Sep 12, 2023	BUY	$40.25 - $45.09 $1.98 Million - $2.22 Million	49,268 New	49,268 $2.22 Billion

Others Institutions Holding JEPQ

# of Institutions

773

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

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About J P MORGAN ETF TR NASDAQ EQUIT

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Prosperity Financial Group, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History