Sequent Planning LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sequent Planning LLC holds 24,709 shares of JEPQ stock, worth $1.4 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
24,709
Previous 23,417 5.52%
Holding current value
$1.4 Million
Previous $1.29 Billion 4.98%
% of portfolio
0.47%
Previous 0.44%

Shares

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

Nov 14, 2024
BUY
$49.7 - $56.11 $64,212 - $72,494
1,292 Added 5.52%
24,709 $1.36 Billion
Q2 2024

Aug 12, 2024
SELL
$50.84 - $55.56 $114,440 - $125,065
-2,251 Reduced 8.77%
23,417 $1.29 Billion
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $1.26 Million - $1.39 Million
25,668 New
25,668 $1.39 Billion

Others Institutions Holding JEPQ

# of Institutions
629
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 Sequent Planning LLC Portfolio

Follow Sequent Planning 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 Sequent Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sequent Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email