Hbk Sorce Advisory LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Hbk Sorce Advisory LLC

  • $2.56 Billion
  • Q3 2024

A detailed history of Hbk Sorce Advisory LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Hbk Sorce Advisory LLC holds 8,935 shares of JEPQ stock, worth $519,570. This represents 0.02% of its overall portfolio holdings.

Number of Shares
8,935
Previous 12,047 25.83%
Holding current value
$519,570
Previous $668,000 26.65%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$49.7 - $56.11 $154,666 - $174,614
-3,112 Reduced 25.83%
8,935 $490,000
Q2 2024

Aug 08, 2024
BUY
$50.84 - $55.56 $211,443 - $231,074
4,159 Added 52.73%
12,047 $668,000
Q1 2024

May 09, 2024
BUY
$49.02 - $54.29 $60,392 - $66,885
1,232 Added 18.51%
7,888 $427,000
Q4 2023

Jan 25, 2024
BUY
$45.1 - $50.32 $300,185 - $334,929
6,656 New
6,656 $332,000

Others Institutions Holding JEPQ

# of Institutions
630
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
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