Valmark Advisers, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Valmark Advisers, Inc.

$6.38 Billion
Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Valmark Advisers, Inc. holds 25,285 shares of JEPQ stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

25,285

Previous 16,425 53.94%

Holding current value

$1.34 Million

Previous $902,000 57.98%

% of portfolio

0.02%

Previous 0.01%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$53.94 - $58.15 $477,908 - $515,209	8,860 Added 53.94%	25,285 $1.43 Million
Q3 2024 Oct 25, 2024	BUY	$49.7 - $56.11 $131,555 - $148,523	2,647 Added 19.21%	16,425 $902,000
Q2 2024 Jul 31, 2024	BUY	$50.84 - $55.56 $172,500 - $188,515	3,393 Added 32.67%	13,778 $764,000
Q1 2024 May 03, 2024	BUY	$49.02 - $54.29 $291,669 - $323,025	5,950 Added 134.16%	10,385 $563,000
Q4 2023 Feb 02, 2024	BUY	$45.1 - $50.32 $200,018 - $223,169	4,435 New	4,435 $221,000

Others Institutions Holding JEPQ

# of Institutions

774

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

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About J P MORGAN ETF TR NASDAQ EQUIT

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Valmark Advisers, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History