Walkner Condon Financial Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Walkner Condon Financial Advisors LLC

  • $480 Million
  • Q4 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 14,058 shares of JEPQ stock, worth $741,418. This represents 0.17% of its overall portfolio holdings.

Number of Shares
14,058
Previous 19,320 27.24%
Holding current value
$741,418
Previous $1.06 Million 25.35%
% of portfolio
0.17%
Previous 0.22%

Shares

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

Jan 29, 2025
SELL
$53.94 - $58.15 $283,832 - $305,985
-5,262 Reduced 27.24%
14,058 $792,000
Q3 2024

Oct 31, 2024
BUY
$49.7 - $56.11 $111,526 - $125,910
2,244 Added 13.14%
19,320 $1.06 Million
Q2 2024

Jul 26, 2024
SELL
$50.84 - $55.56 $965 - $1,055
-19 Reduced 0.11%
17,076 $947,000
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $185,050 - $204,944
3,775 Added 28.34%
17,095 $927,000
Q4 2023

Jan 23, 2024
BUY
$45.1 - $50.32 $600,732 - $670,262
13,320 New
13,320 $665,000

Others Institutions Holding JEPQ

# of Institutions
774
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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