Essex Financial Services, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Essex Financial Services, Inc.

  • $1.36 Billion
  • Q4 2024

A detailed history of Essex Financial Services, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Essex Financial Services, Inc. holds 11,874 shares of JEPQ stock, worth $681,211. This represents 0.05% of its overall portfolio holdings.

Number of Shares
11,874
Previous 12,269 3.22%
Holding current value
$681,211
Previous $673,000 0.59%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Jan 29, 2025
SELL
$53.94 - $58.15 $21,306 - $22,969
-395 Reduced 3.22%
11,874 $669,000
Q3 2024

Oct 24, 2024
SELL
$49.7 - $56.11 $20,377 - $23,005
-410 Reduced 3.23%
12,269 $673,000
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $87,699 - $95,841
1,725 Added 15.75%
12,679 $703,000
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $35,079 - $38,336
690 Added 6.72%
10,954 $607,000
Q1 2024

Apr 23, 2024
BUY
$49.02 - $54.29 $196,080 - $217,160
4,000 Added 63.86%
10,264 $556,000
Q4 2023

Feb 05, 2024
BUY
$45.1 - $50.32 $282,506 - $315,204
6,264 New
6,264 $312,000

Others Institutions Holding JEPQ

# of Institutions
682
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Essex Financial Services, Inc. Portfolio

Follow Essex Financial Services, Inc. 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 Essex Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Essex Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email