Resurgent Financial Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Resurgent Financial Advisors LLC

  • $168 Million
  • Q4 2024

A detailed history of Resurgent Financial Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 28,335 shares of JEPQ stock, worth $1.6 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
28,335
Previous 23,348 21.36%
Holding current value
$1.6 Million
Previous $1.28 Million 24.57%
% of portfolio
0.95%
Previous 0.76%

Shares

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

Feb 13, 2025
BUY
$53.94 - $58.15 $268,998 - $289,994
4,987 Added 21.36%
28,335 $1.6 Million
Q3 2024

Nov 14, 2024
SELL
$49.7 - $56.11 $84,390 - $95,274
-1,698 Reduced 6.78%
23,348 $1.28 Million
Q2 2024

Aug 14, 2024
BUY
$50.84 - $55.56 $181,498 - $198,349
3,570 Added 16.62%
25,046 $1.39 Million
Q1 2024

May 10, 2024
BUY
$49.02 - $54.29 $639,171 - $707,887
13,039 Added 154.55%
21,476 $1.16 Million
Q4 2023

Feb 09, 2024
BUY
$45.1 - $50.32 $380,508 - $424,549
8,437 New
8,437 $421,000

Others Institutions Holding JEPQ

# of Institutions
768
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
Track This Portfolio

Track Resurgent Financial Advisors LLC Portfolio

Follow Resurgent Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Resurgent Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Resurgent Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email