Goldstone Financial Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Goldstone Financial Group, LLC

  • $661 Billion
  • Q1 2025

A detailed history of Goldstone Financial Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Goldstone Financial Group, LLC holds 44,870 shares of JEPQ stock, worth $2.3 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares
44,870
Previous 49,800 9.9%
Holding current value
$2.3 Million
Previous $2.81 Billion 17.25%
% of portfolio
0.35%
Previous 0.44%

Shares

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

Apr 16, 2025
SELL
$51.45 - $58.51 $253,648 - $288,454
-4,930 Reduced 9.9%
44,870 $2.32 Billion
Q4 2024

Jan 14, 2025
BUY
$53.94 - $58.15 $824,850 - $889,229
15,292 Added 44.31%
49,800 $2.81 Billion
Q3 2024

Oct 28, 2024
BUY
$49.7 - $56.11 $1.72 Million - $1.94 Million
34,508 New
34,508 $1.9 Billion
Q2 2024

Jan 15, 2025
SELL
$50.84 - $55.56 $836,165 - $913,795
-16,447 Reduced 33.03%
33,353 $1.85 Billion

Others Institutions Holding JEPQ

# of Institutions
818
Shares Held
155M
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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