Strategic Financial Concepts, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Strategic Financial Concepts, LLC

$549 Billion
Q4 2024

A detailed history of Strategic Financial Concepts, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 1,009,020 shares of JEPQ stock, worth $58.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

1,009,020

Previous 17,793 5570.88%

Holding current value

$58.8 Million

Previous $977 Million 12.88%

% of portfolio

0.2%

Previous 0.31%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	SELL	$53.94 - $58.15 $53.4 Million - $57.5 Million	-989,452 Reduced 98.06%	19,568 $1.1 Billion
Q4 2024 Jan 27, 2025	BUY	$53.94 - $58.15 $53.5 Million - $57.6 Million	991,227 Added 5570.88%	1,009,020 $1.1 Billion
Q3 2024 Nov 12, 2024	SELL	$49.7 - $56.11 $45.5 Million - $51.4 Million	-915,270 Reduced 98.09%	17,793 $977 Million
Q2 2024 Aug 06, 2024	BUY	$50.84 - $55.56 $46.9 Million - $51.3 Million	922,558 Added 8782.08%	933,063 $65 Million
Q1 2024 Apr 22, 2024	BUY	$49.02 - $54.29 $514,955 - $570,316	10,505 New	10,505 $570 Million
Q3 2023 Nov 07, 2023	SELL	$46.47 - $49.43 $11,617 - $12,357	-250 Reduced 3.52%	6,850 $321 Million
Q2 2023 Sep 06, 2023	BUY	$44.13 - $48.37 $313,323 - $343,427	7,100 New	7,100 $343 Million

Others Institutions Holding JEPQ

# of Institutions

754

Shares Held

134M

Call Options Held

296K

Put Options Held

262K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Strategic Financial Concepts, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History