Vishria Bird Financial Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Vishria Bird Financial Group, LLC

  • $285 Million
  • Q4 2024

A detailed history of Vishria Bird Financial Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Vishria Bird Financial Group, LLC holds 5,410 shares of JEPQ stock, worth $311,453. This represents 0.11% of its overall portfolio holdings.

Number of Shares
5,410
Previous 5,344 1.24%
Holding current value
$311,453
Previous $294,000 3.74%
% of portfolio
0.11%
Previous 0.11%

Shares

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

Jan 21, 2025
BUY
$53.94 - $58.15 $3,560 - $3,837
66 Added 1.24%
5,410 $305,000
Q3 2024

Nov 06, 2024
BUY
$49.7 - $56.11 $265,596 - $299,851
5,344 New
5,344 $294,000

Others Institutions Holding JEPQ

# of Institutions
768
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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