Sowell Financial Services LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

A detailed history of Sowell Financial Services LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sowell Financial Services LLC holds 45,102 shares of JEPQ stock, worth $2.6 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
45,102
Previous 30,507 47.84%
Holding current value
$2.6 Million
Previous $1.68 Million 51.76%
% of portfolio
0.14%
Previous 0.08%

Shares

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

Feb 07, 2025
BUY
$53.94 - $58.15 $787,254 - $848,699
14,595 Added 47.84%
45,102 $2.54 Million
Q3 2024

Oct 04, 2024
BUY
$49.7 - $56.11 $29,223 - $32,992
588 Added 1.97%
30,507 $1.68 Million
Q2 2024

Aug 13, 2024
BUY
$50.84 - $55.56 $283,026 - $309,302
5,567 Added 22.86%
29,919 $1.66 Million
Q1 2024

May 03, 2024
BUY
$49.02 - $54.29 $483,141 - $535,082
9,856 Added 67.99%
24,352 $1.32 Million
Q4 2023

Jan 24, 2024
BUY
$45.1 - $50.32 $653,769 - $729,438
14,496 New
14,496 $723,000

Others Institutions Holding JEPQ

# of Institutions
767
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
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