Shepherd Financial Partners LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Shepherd Financial Partners LLC

  • $831 Million
  • Q1 2025

A detailed history of Shepherd Financial Partners LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 9,417 shares of JEPQ stock, worth $458,984. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,417
Previous 9,417 -0.0%
Holding current value
$458,984
Previous $530,000 8.11%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$49.7 - $56.11 $65,604 - $74,065
1,320 Added 16.3%
9,417 $517,000
Q4 2023

Feb 12, 2024
BUY
$45.1 - $50.32 $365,174 - $407,441
8,097 New
8,097 $404,000

Others Institutions Holding JEPQ

# of Institutions
781
Shares Held
139M
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 Shepherd Financial Partners LLC Portfolio

Follow Shepherd Financial Partners 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 Shepherd Financial Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shepherd Financial Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email