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 12,269 shares of JEPQ stock, worth $694,057. This represents 0.03% of its overall portfolio holdings.

Number of Shares
12,269
Previous 12,679 3.23%
Holding current value
$694,057
Previous $703,000 4.27%
% of portfolio
0.03%
Previous 0.03%

Shares

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

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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