Forum Financial Management, LP J P Morgan ETF Tr Nasdaq Equit Transaction History

Forum Financial Management, LP

  • $5.28 Billion
  • Q1 2025

A detailed history of Forum Financial Management, LP transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Forum Financial Management, LP holds 4,471 shares of JEPQ stock, worth $246,262. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,471
Previous 4,017 11.3%
Holding current value
$246,262
Previous $226,000 2.21%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$51.45 - $58.51 $23,358 - $26,563
454 Added 11.3%
4,471 $231,000
Q3 2024

Oct 29, 2024
BUY
$49.7 - $56.11 $199,644 - $225,393
4,017 New
4,017 $220,000

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

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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