Panoramic Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Panoramic Investment Advisors, LLC

  • $136 Billion
  • Q1 2024

A detailed history of Panoramic Investment Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 12,800 shares of JEPQ stock, worth $695,552. This represents 0.51% of its overall portfolio holdings.

Number of Shares
12,800
Previous 12,550 1.99%
Holding current value
$695,552
Previous $627 Million 10.8%
% of portfolio
0.51%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 18, 2024
BUY
$49.02 - $54.29 $12,255 - $13,572
250 Added 1.99%
12,800 $694 Million
Q4 2023

Jan 23, 2024
BUY
$45.1 - $50.32 $11,275 - $12,580
250 Added 2.03%
12,550 $627 Million
Q3 2023

Nov 15, 2023
BUY
$46.47 - $49.43 $571,581 - $607,989
12,300 New
12,300 $577 Million

Others Institutions Holding JEPQ

# of Institutions
591
Shares Held
106M
Call Options Held
93.9K
Put Options Held
84.7K
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 Panoramic Investment Advisors, LLC Portfolio

Follow Panoramic Investment 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 Panoramic Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Panoramic Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email