Coastal Investment Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Coastal Investment Advisors, Inc.

$504 Million
Q2 2024

A detailed history of Coastal Investment Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Coastal Investment Advisors, Inc. holds 16,745 shares of JEPQ stock, worth $877,103. This represents 0.18% of its overall portfolio holdings.

Number of Shares

16,745

Previous 20,758 19.33%

Holding current value

$877,103

Previous $1.13 Million 17.42%

% of portfolio

0.18%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 15, 2024	SELL	$50.84 - $55.56 $204,020 - $222,962	-4,013 Reduced 19.33%	16,745 $929,000
Q1 2024 Apr 19, 2024	SELL	$49.02 - $54.29 $53,039 - $58,741	-1,082 Reduced 4.95%	20,758 $1.13 Million
Q4 2023 Jan 19, 2024	BUY	$45.1 - $50.32 $37,793 - $42,168	838 Added 3.99%	21,840 $1.09 Million
Q2 2023 Aug 09, 2023	BUY	$44.13 - $48.37 $95,056 - $104,188	2,154 Added 11.43%	21,002 $1.02 Million
Q1 2023 May 05, 2023	BUY	$40.25 - $45.09 $467,020 - $523,179	11,603 Added 160.15%	18,848 $849,000
Q4 2022 Feb 10, 2023	BUY	$40.31 - $44.62 $214,247 - $237,155	5,315 Added 275.39%	7,245 $295,000
Q3 2022 Oct 27, 2022	BUY	$42.76 - $49.9 $82,526 - $96,307	1,930 New	1,930 $80,000

Others Institutions Holding JEPQ

# of Institutions

590

Shares Held

106M

Call Options Held

93.9K

Put Options Held

84.7K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Coastal Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Coastal Investment Advisors, Inc. with notifications on news.

Account

Coastal Investment Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History