Costello Asset Management, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Costello Asset Management, Inc

  • $244 Million
  • Q1 2025

A detailed history of Costello Asset Management, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Costello Asset Management, Inc holds 5,754 shares of JEPQ stock, worth $302,833. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,754
Previous 4,589 25.39%
Holding current value
$302,833
Previous $258,000 15.12%
% of portfolio
0.12%
Previous 0.17%

Shares

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

May 09, 2025
BUY
$51.45 - $58.51 $59,939 - $68,164
1,165 Added 25.39%
5,754 $297,000
Q4 2024

Jan 24, 2025
BUY
$53.94 - $58.15 $59,927 - $64,604
1,111 Added 31.94%
4,589 $258,000
Q3 2024

Nov 01, 2024
BUY
$49.7 - $56.11 $172,856 - $195,150
3,478 New
3,478 $191,000

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
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