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

Lgt Financial Advisors LLC

  • $40.5 Billion
  • Q3 2024

A detailed history of Lgt Financial Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lgt Financial Advisors LLC holds 245 shares of JEPQ stock, worth $14,151. This represents 0.03% of its overall portfolio holdings.

Number of Shares
245
Previous 233 5.15%
Holding current value
$14,151
Previous $12.9 Million 3.9%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 31, 2024
BUY
$49.7 - $56.11 $596 - $673
12 Added 5.15%
245 $13.4 Million
Q2 2024

Aug 05, 2024
BUY
$50.84 - $55.56 $101 - $111
2 Added 0.87%
233 $12.9 Million
Q1 2024

May 02, 2024
BUY
$49.02 - $54.29 $49 - $54
1 Added 0.43%
231 $12.5 Million
Q4 2023

Feb 12, 2024
SELL
$45.1 - $50.32 $21,828 - $24,354
-484 Reduced 67.79%
230 $11.5 Million
Q3 2023

Nov 01, 2023
BUY
$46.47 - $49.43 $33,179 - $35,293
714 New
714 $33.5 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
Track This Portfolio

Track Lgt Financial Advisors LLC Portfolio

Follow Lgt Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lgt Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lgt Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email