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 $456,037. This represents 0.22% of its overall portfolio holdings.

Number of Shares
7,956
Previous 6,036 31.81%
Holding current value
$456,037
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
852
Shares Held
251M
Call Options Held
1.34M
Put Options Held
666K
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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