Fiduciary Alliance LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Fiduciary Alliance LLC

$1.02 Trillion
Q1 2025

A detailed history of Fiduciary Alliance LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Fiduciary Alliance LLC holds 32,346 shares of JEPQ stock, worth $1.68 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

32,346

Previous 26,804 20.68%

Holding current value

$1.68 Million

Previous $1.51 Billion 10.83%

% of portfolio

0.16%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	BUY	$51.45 - $58.51 $285,135 - $324,262	5,542 Added 20.68%	32,346 $1.67 Billion
Q4 2024 Jan 13, 2025	BUY	$53.94 - $58.15 $288,956 - $311,509	5,357 Added 24.98%	26,804 $1.51 Billion
Q3 2024 Oct 11, 2024	SELL	$49.7 - $56.11 $87,521 - $98,809	-1,761 Reduced 7.59%	21,447 $1.18 Billion
Q2 2024 Jul 09, 2024	BUY	$50.84 - $55.56 $192,276 - $210,127	3,782 Added 19.47%	23,208 $1.29 Billion
Q1 2024 Apr 17, 2024	BUY	$49.02 - $54.29 $613,975 - $679,982	12,525 Added 181.5%	19,426 $1.05 Billion
Q4 2023 Jan 17, 2024	BUY	$45.1 - $50.32 $311,235 - $347,258	6,901 New	6,901 $345 Million

Others Institutions Holding JEPQ

# of Institutions

775

Shares Held

139M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Fiduciary Alliance LLC J P Morgan ETF Tr Nasdaq Equit Transaction History