A detailed history of Sovereign Financial Group, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 3,580 shares of JEPQ stock, worth $207,890. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,580
Previous 4,052 11.65%
Holding current value
$207,890
Previous $222,000 9.46%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Jan 14, 2025

SELL
$53.94 - $58.15 $25,459 - $27,446
-472 Reduced 11.65%
3,580 $201,000
Q3 2024

Oct 08, 2024

SELL
$49.7 - $56.11 $7,504 - $8,472
-151 Reduced 3.59%
4,052 $222,000
Q2 2024

Jul 15, 2024

BUY
$50.84 - $55.56 $213,680 - $233,518
4,203 New
4,203 $233,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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