Dynamic Advisor Solutions LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Dynamic Advisor Solutions LLC

  • $2.31 Billion
  • Q4 2024

A detailed history of Dynamic Advisor Solutions LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Dynamic Advisor Solutions LLC holds 133,470 shares of JEPQ stock, worth $7.18 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
133,470
Previous 110,692 20.58%
Holding current value
$7.18 Million
Previous $6.08 Million 23.77%
% of portfolio
0.33%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$53.94 - $58.15 $1.23 Million - $1.32 Million
22,778 Added 20.58%
133,470 $7.53 Million
Q3 2024

Oct 07, 2024
BUY
$49.7 - $56.11 $278,667 - $314,608
5,607 Added 5.34%
110,692 $6.08 Million
Q2 2024

Jul 15, 2024
SELL
$50.84 - $55.56 $2,592 - $2,833
-51 Reduced 0.05%
105,085 $5.83 Million
Q1 2024

Apr 12, 2024
SELL
$49.02 - $54.29 $1.07 Million - $1.18 Million
-21,789 Reduced 17.17%
105,136 $5.7 Million
Q4 2023

Jan 10, 2024
BUY
$45.1 - $50.32 $2.26 Million - $2.52 Million
50,038 Added 65.08%
126,925 $6.34 Million
Q3 2023

Oct 10, 2023
BUY
$46.47 - $49.43 $894,593 - $951,576
19,251 Added 33.4%
76,887 $3.61 Million
Q2 2023

Aug 03, 2023
BUY
$44.13 - $48.37 $661,464 - $725,017
14,989 Added 35.15%
57,636 $2.79 Million
Q1 2023

Apr 10, 2023
BUY
$40.25 - $45.09 $613,691 - $687,487
15,247 Added 55.65%
42,647 $1.92 Million
Q4 2022

Jan 12, 2023
BUY
$40.31 - $44.62 $278,824 - $308,636
6,917 Added 33.77%
27,400 $0
Q3 2022

Oct 20, 2022
BUY
$41.65 - $49.9 $605,924 - $725,945
14,548 Added 245.12%
20,483 $853,000
Q2 2022

Jul 27, 2022
BUY
$44.06 - $51.1 $261,496 - $303,278
5,935 New
5,935 $272,000

Others Institutions Holding JEPQ

# of Institutions
773
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
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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