Advisory Resource Group J P Morgan ETF Tr Nasdaq Equit Transaction History

Advisory Resource Group

  • $399 Million
  • Q4 2024

A detailed history of Advisory Resource Group transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Advisory Resource Group holds 72,934 shares of JEPQ stock, worth $3.78 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
72,934
Previous 62,879 15.99%
Holding current value
$3.78 Million
Previous $3.45 Million 19.08%
% of portfolio
1.03%
Previous 0.83%

Shares

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

Jan 28, 2025
BUY
$53.94 - $58.15 $542,366 - $584,698
10,055 Added 15.99%
72,934 $4.11 Million
Q3 2024

Nov 20, 2024
BUY
$49.7 - $56.11 $78,476 - $88,597
1,579 Added 2.58%
62,879 $3.45 Million
Q2 2024

Jul 24, 2024
BUY
$50.84 - $55.56 $57,093 - $62,393
1,123 Added 1.87%
61,300 $3.4 Million
Q1 2024

May 17, 2024
SELL
$49.02 - $54.29 $47,157 - $52,226
-962 Reduced 1.57%
60,177 $3.26 Million
Q4 2023

Jan 11, 2024
SELL
$45.1 - $50.32 $86,997 - $97,067
-1,929 Reduced 3.06%
61,139 $3.05 Million
Q3 2023

Dec 05, 2023
SELL
$46.47 - $49.43 $122,959 - $130,791
-2,646 Reduced 4.03%
63,068 $2.96 Million
Q2 2023

Jul 11, 2023
SELL
$44.13 - $48.37 $161,162 - $176,647
-3,652 Reduced 5.26%
65,714 $3.18 Million
Q1 2023

May 15, 2023
SELL
$40.25 - $45.09 $402 - $450
-10 Reduced 0.01%
69,366 $3.13 Million
Q4 2022

Jan 27, 2023
BUY
$40.31 - $44.62 $443,611 - $491,043
11,005 Added 18.85%
69,376 $0
Q3 2022

Oct 11, 2022
BUY
$41.65 - $49.9 $2.43 Million - $2.91 Million
58,371 New
58,371 $2.43 Million

Others Institutions Holding JEPQ

# of Institutions
775
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
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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