Silver Oak Securities, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Silver Oak Securities, Inc

  • $899 Million
  • Q3 2024

A detailed history of Silver Oak Securities, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Silver Oak Securities, Inc holds 62,148 shares of JEPQ stock, worth $3.61 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
62,148
Previous 52,388 18.63%
Holding current value
$3.61 Million
Previous $2.91 Million 17.41%
% of portfolio
0.38%
Previous 0.46%

Shares

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

Oct 23, 2024
BUY
$49.7 - $56.11 $485,072 - $547,633
9,760 Added 18.63%
62,148 $3.41 Million
Q2 2024

Jul 12, 2024
BUY
$50.84 - $55.56 $76,310 - $83,395
1,501 Added 2.95%
52,388 $2.91 Million
Q1 2024

May 10, 2024
BUY
$49.02 - $54.29 $274,462 - $303,969
5,599 Added 12.36%
50,887 $2.76 Million
Q4 2023

Feb 05, 2024
BUY
$45.1 - $50.32 $526,497 - $587,435
11,674 Added 34.73%
45,288 $2.26 Million
Q3 2023

Nov 20, 2023
BUY
$46.47 - $49.43 $393,275 - $418,326
8,463 Added 33.65%
33,614 $1.58 Million
Q2 2023

Aug 02, 2023
BUY
$44.13 - $48.37 $316,500 - $346,909
7,172 Added 39.89%
25,151 $1.22 Million
Q1 2023

May 05, 2023
BUY
$40.25 - $45.09 $213,003 - $238,616
5,292 Added 41.71%
17,979 $811,000
Q4 2022

Feb 02, 2023
BUY
$40.31 - $44.62 $184,539 - $204,270
4,578 Added 56.46%
12,687 $518,000
Q3 2022

Oct 23, 2023
BUY
$41.65 - $49.9 $352,483 - $422,303
8,463 Added 33.65%
33,614 $1.44 Million
Q3 2022

Oct 20, 2022
BUY
$41.65 - $49.9 $337,739 - $404,639
8,109 New
8,109 $338,000

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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 Silver Oak Securities, Inc Portfolio

Follow Silver Oak Securities, Inc 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 Silver Oak Securities, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Securities, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email