Eldridge Investment Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Eldridge Investment Advisors, Inc.

$402 Million
Q1 2025

A detailed history of Eldridge Investment Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Eldridge Investment Advisors, Inc. holds 245,111 shares of JEPQ stock, worth $13.5 Million. This represents 3.15% of its overall portfolio holdings.

Number of Shares

245,111

Previous 250,192 2.03%

Holding current value

$13.5 Million

Previous $14.1 Million 10.03%

% of portfolio

3.15%

Previous 3.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$51.45 - $58.51 $261,417 - $297,289	-5,081 Reduced 2.03%	245,111 $12.7 Million
Q4 2024 Feb 10, 2025	SELL	$53.94 - $58.15 $4.86 Million - $5.24 Million	-90,174 Reduced 26.49%	250,192 $14.1 Million
Q3 2024 Nov 08, 2024	BUY	$49.7 - $56.11 $638,148 - $720,452	12,840 Added 3.92%	340,366 $18.5 Million
Q2 2024 Aug 01, 2024	SELL	$50.84 - $55.56 $160,095 - $174,958	-3,149 Reduced 0.95%	327,526 $18.2 Million
Q1 2024 May 10, 2024	BUY	$49.02 - $54.29 $1.44 Million - $1.6 Million	29,475 Added 9.79%	330,675 $17.9 Million
Q4 2023 Feb 06, 2024	BUY	$45.1 - $50.32 $8.51 Million - $9.5 Million	188,713 Added 167.76%	301,200 $15 Million
Q3 2023 Nov 06, 2023	BUY	$46.47 - $49.43 $5.23 Million - $5.56 Million	112,487 New	112,487 $5.23 Million

Others Institutions Holding JEPQ

# of Institutions

826

Shares Held

240M

Call Options Held

679K

Put Options Held

672K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Eldridge Investment Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History