Secured Retirement Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Secured Retirement Advisors, LLC

  • $175 Billion
  • Q4 2024

A detailed history of Secured Retirement Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 40,406 shares of JEPQ stock, worth $2.31 Million. This represents 1.3% of its overall portfolio holdings.

Number of Shares
40,406
Previous 39,421 2.5%
Holding current value
$2.31 Million
Previous $2.17 Billion 5.2%
% of portfolio
1.3%
Previous 1.56%

Shares

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

Jan 30, 2025
BUY
$53.94 - $58.15 $53,130 - $57,277
985 Added 2.5%
40,406 $2.28 Billion
Q3 2024

Oct 29, 2024
SELL
$49.7 - $56.11 $40,704 - $45,954
-819 Reduced 2.04%
39,421 $2.17 Billion
Q2 2024

Aug 09, 2024
SELL
$50.84 - $55.56 $20,437 - $22,335
-402 Reduced 0.99%
40,240 $2.23 Billion
Q1 2024

May 10, 2024
BUY
$49.02 - $54.29 $13,333 - $14,766
272 Added 0.67%
40,642 $2.2 Billion
Q4 2023

Feb 16, 2024
BUY
$45.1 - $50.32 $1.82 Million - $2.03 Million
40,370 New
40,370 $2.02 Billion

Others Institutions Holding JEPQ

# of Institutions
715
Shares Held
124M
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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