Resources Investment Advisors, Llc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Resources Investment Advisors, Llc.

$8.28 Billion
Q4 2024

A detailed history of Resources Investment Advisors, Llc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 62,486 shares of JEPQ stock, worth $3.64 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

62,486

Previous 29,507 111.77%

Holding current value

$3.64 Million

Previous $1.62 Million 117.41%

% of portfolio

0.04%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	$53.94 - $58.15 $1.78 Million - $1.92 Million	32,979 Added 111.77%	62,486 $3.52 Million
Q3 2024 Nov 06, 2024	SELL	$49.7 - $56.11 $112,172 - $126,640	-2,257 Reduced 7.11%	29,507 $1.62 Million
Q2 2024 Aug 02, 2024	SELL	$50.84 - $55.56 $259,182 - $283,244	-5,098 Reduced 13.83%	31,764 $1.76 Million
Q1 2024 May 10, 2024	SELL	$49.02 - $54.29 $16,666 - $18,458	-340 Reduced 0.91%	36,862 $2 Million
Q4 2023 Feb 13, 2024	BUY	$45.1 - $50.32 $50,286 - $56,106	1,115 Added 3.09%	37,202 $1.86 Million
Q3 2023 Nov 14, 2023	SELL	$46.47 - $49.43 $118,684 - $126,244	-2,554 Reduced 6.61%	36,087 $1.69 Million
Q2 2023 Aug 07, 2023	BUY	$44.13 - $48.37 $815,478 - $893,829	18,479 Added 91.65%	38,641 $1.87 Million
Q1 2023 May 10, 2023	BUY	$40.25 - $45.09 $811,520 - $909,104	20,162 New	20,162 $909,000

Others Institutions Holding JEPQ

# of Institutions

763

Shares Held

136M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Resources Investment Advisors, Llc. J P Morgan ETF Tr Nasdaq Equit Transaction History