Summit Trail Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Summit Trail Advisors, LLC

  • $2.68 Billion
  • Q4 2024

A detailed history of Summit Trail Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 5,062 shares of JEPQ stock, worth $286,256. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,062
Previous 4,546 11.35%
Holding current value
$286,256
Previous $249,000 14.46%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 29, 2025
BUY
$53.94 - $58.15 $27,833 - $30,005
516 Added 11.35%
5,062 $285,000
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $22,862 - $25,810
460 Added 11.26%
4,546 $249,000
Q2 2024

Aug 13, 2024
BUY
$50.84 - $55.56 $207,732 - $227,018
4,086 New
4,086 $226,000

Others Institutions Holding JEPQ

# of Institutions
771
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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