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

Concorde Asset Management, LLC

  • $183 Million
  • Q1 2025

A detailed history of Concorde Asset Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Concorde Asset Management, LLC holds 7,956 shares of JEPQ stock, worth $419,679. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,956
Previous 6,036 31.81%
Holding current value
$419,679
Previous $340,000 20.88%
% of portfolio
0.22%
Previous 0.19%

Shares

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

May 15, 2025
BUY
$51.45 - $58.51 $98,784 - $112,339
1,920 Added 31.81%
7,956 $411,000
Q4 2024

Feb 13, 2025
BUY
$53.94 - $58.15 $117,912 - $127,115
2,186 Added 56.78%
6,036 $340,000
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $191,345 - $216,023
3,850 New
3,850 $211,000

Others Institutions Holding JEPQ

# of Institutions
822
Shares Held
156M
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 Concorde Asset Management, LLC Portfolio

Follow Concorde Asset Management, 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 Concorde Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Concorde Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email