A detailed history of Crescent Grove Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Crescent Grove Advisors, LLC holds 26,301 shares of JEPQ stock, worth $1.43 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
26,301
Previous 22,672 16.01%
Holding current value
$1.43 Million
Previous $1.26 Million 14.79%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Oct 30, 2024

BUY
$49.7 - $56.11 $180,361 - $203,623
3,629 Added 16.01%
26,301 $1.44 Million
Q2 2024

Jul 22, 2024

BUY
$50.84 - $55.56 $32,944 - $36,002
648 Added 2.94%
22,672 $1.26 Million
Q1 2024

Apr 29, 2024

BUY
$49.02 - $54.29 $21,421 - $23,724
437 Added 2.02%
22,024 $1.19 Million
Q4 2023

Jan 30, 2024

SELL
$45.1 - $50.32 $435,801 - $486,242
-9,663 Reduced 30.92%
21,587 $1.08 Million
Q3 2023

Oct 25, 2023

BUY
$46.47 - $49.43 $1.45 Million - $1.54 Million
31,250 New
31,250 $1.47 Million

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Crescent Grove Advisors, LLC Portfolio

Follow Crescent Grove Advisors, 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 Crescent Grove Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crescent Grove Advisors, LLC with notifications on news.