Annex Advisory Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Annex Advisory Services, LLC

  • $2.96 Billion
  • Q4 2024

A detailed history of Annex Advisory Services, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Annex Advisory Services, LLC holds 15,152 shares of JEPQ stock, worth $879,876. This represents 0.03% of its overall portfolio holdings.

Number of Shares
15,152
Previous 11,742 29.04%
Holding current value
$879,876
Previous $644,000 32.61%
% of portfolio
0.03%
Previous 0.02%

Shares

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

Jan 16, 2025
BUY
$53.94 - $58.15 $183,935 - $198,291
3,410 Added 29.04%
15,152 $854,000
Q2 2024

Jul 12, 2024
BUY
$50.84 - $55.56 $68,583 - $74,950
1,349 Added 12.98%
11,742 $651,000
Q4 2023

Feb 13, 2024
BUY
$45.1 - $50.32 $468,724 - $522,975
10,393 New
10,393 $518,000

Others Institutions Holding JEPQ

# of Institutions
664
Shares Held
117M
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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