Belpointe Asset Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Belpointe Asset Management LLC

  • $1.49 Billion
  • Q3 2024

A detailed history of Belpointe Asset Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Belpointe Asset Management LLC holds 50,395 shares of JEPQ stock, worth $2.93 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
50,395
Previous 48,834 3.2%
Holding current value
$2.93 Million
Previous $2.71 Million 2.14%
% of portfolio
0.19%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $77,581 - $87,587
1,561 Added 3.2%
50,395 $2.77 Million
Q2 2024

Aug 02, 2024
BUY
$50.84 - $55.56 $1.23 Million - $1.34 Million
24,100 Added 97.44%
48,834 $2.71 Million
Q1 2024

May 08, 2024
BUY
$49.02 - $54.29 $1.21 Million - $1.34 Million
24,734 New
24,734 $1.34 Million
Q1 2023

May 15, 2023
BUY
$40.25 - $45.09 $25,558 - $28,632
635 Added 846.67%
710 $32,000
Q4 2022

Feb 08, 2023
BUY
$40.31 - $44.62 $3,023 - $3,346
75 New
75 $3,000

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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