West Michigan Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

West Michigan Advisors, LLC

  • $300 Million
  • Q3 2024

A detailed history of West Michigan Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, West Michigan Advisors, LLC holds 130,673 shares of JEPQ stock, worth $7.6 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
130,673
Previous 157,223 16.89%
Holding current value
$7.6 Million
Previous $8.73 Million 17.74%
% of portfolio
2.39%
Previous 2.91%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
SELL
$49.7 - $56.11 $1.32 Million - $1.49 Million
-26,550 Reduced 16.89%
130,673 $7.18 Million
Q2 2024

Aug 05, 2024
SELL
$50.84 - $55.56 $154,045 - $168,346
-3,030 Reduced 1.89%
157,223 $8.73 Million
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $352,208 - $390,073
7,185 Added 4.69%
160,253 $8.69 Million
Q4 2023

Feb 13, 2024
BUY
$45.1 - $50.32 $76,534 - $85,393
1,697 Added 1.12%
153,068 $7.64 Million
Q3 2023

Nov 13, 2023
BUY
$46.47 - $49.43 $60,550 - $64,407
1,303 Added 0.87%
151,371 $7.1 Million
Q2 2023

Aug 15, 2023
SELL
$44.13 - $48.37 $1.07 Million - $1.17 Million
-24,156 Reduced 13.86%
150,068 $7.26 Million
Q1 2023

Apr 21, 2023
BUY
$40.25 - $45.09 $531,461 - $595,368
13,204 Added 8.2%
174,224 $7.86 Million
Q4 2022

Feb 13, 2023
BUY
$40.31 - $44.62 $6.49 Million - $7.18 Million
161,020 New
161,020 $6.57 Million

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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