Anderson Financial Strategies, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Anderson Financial Strategies, LLC

  • $164 Billion
  • Q1 2025

A detailed history of Anderson Financial Strategies, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 38,450 shares of JEPQ stock, worth $2.12 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares
38,450
Previous 4 961150.0%
Holding current value
$2.12 Million
Previous $226,000 880847.35%
% of portfolio
1.22%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 28, 2025
BUY
$51.45 - $58.51 $1.98 Million - $2.25 Million
38,446 Added 961150.0%
38,450 $1.99 Billion
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $215 - $232
4 New
4 $226,000

Others Institutions Holding JEPQ

# of Institutions
829
Shares Held
240M
Call Options Held
679K
Put Options Held
672K
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 Anderson Financial Strategies, LLC Portfolio

Follow Anderson Financial Strategies, 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 Anderson Financial Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Anderson Financial Strategies, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email