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

Annex Advisory Services, LLC

  • $2.76 Billion
  • Q3 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 11,742 shares of JEPQ stock, worth $682,797. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,742
Previous 11,742 -0.0%
Holding current value
$682,797
Previous $651,000 1.08%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
630
Shares Held
118M
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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