Advisor Net Financial, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q1 2025

A detailed history of Advisor Net Financial, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Advisor Net Financial, Inc holds 66,065 shares of JEPQ stock, worth $3.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

66,065

Previous 32,254 104.83%

Holding current value

$3.3 Million

Previous $1.82 Million 88.23%

% of portfolio

0.27%

Previous 0.16%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 07, 2025	BUY	$51.45 - $58.51 $1.74 Million - $1.98 Million	33,811 Added 104.83%	66,065 $3.42 Million
Q4 2024 Jan 13, 2025	BUY	$53.94 - $58.15 $385,239 - $415,307	7,142 Added 28.44%	32,254 $1.82 Million
Q3 2024 Oct 15, 2024	BUY	$49.7 - $56.11 $92,491 - $104,420	1,861 Added 8.0%	25,112 $1.38 Million
Q2 2024 Jul 16, 2024	BUY	$50.84 - $55.56 $150,638 - $164,624	2,963 Added 14.6%	23,251 $1.29 Million
Q1 2024 Apr 12, 2024	BUY	$49.02 - $54.29 $111,128 - $123,075	2,267 Added 12.58%	20,288 $1.1 Million
Q4 2023 Jan 19, 2024	BUY	$45.1 - $50.32 $237,857 - $265,387	5,274 Added 41.37%	18,021 $899,000
Q3 2023 Oct 12, 2023	BUY	$46.47 - $49.43 $267,527 - $284,568	5,757 Added 82.36%	12,747 $598,000
Q2 2023 Jul 14, 2023	BUY	$44.13 - $48.37 $132,875 - $145,642	3,011 Added 75.67%	6,990 $338,000
Q1 2023 Apr 28, 2023	BUY	$40.25 - $45.09 $38,398 - $43,015	954 Added 31.54%	3,979 $179,000
Q4 2022 Jan 13, 2023	SELL	$40.31 - $44.62 $35,996 - $39,845	-893 Reduced 22.79%	3,025 $0
Q3 2022 Oct 04, 2022	BUY	$41.65 - $49.9 $163,184 - $195,508	3,918 New	3,918 $163,000

Others Institutions Holding JEPQ

# of Institutions

780

Shares Held

139M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Advisor Net Financial, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Advisor Net Financial, Inc with notifications on news.

Account

Advisor Net Financial, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History