A detailed history of Hbw Advisory Services LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Hbw Advisory Services LLC holds 17,826 shares of JEPQ stock, worth $991,303. This represents 0.16% of its overall portfolio holdings.

Number of Shares
17,826
Previous 18,870 5.53%
Holding current value
$991,303
Previous $1.05 Million 6.49%
% of portfolio
0.16%
Previous 0.19%

Shares

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

Oct 04, 2024

SELL
$49.7 - $56.11 $51,886 - $58,578
-1,044 Reduced 5.53%
17,826 $979,000
Q2 2024

Jul 05, 2024

BUY
$50.84 - $55.56 $294,668 - $322,025
5,796 Added 44.33%
18,870 $1.05 Million
Q4 2023

Jan 16, 2024

BUY
$45.1 - $50.32 $188,923 - $210,790
4,189 Added 47.15%
13,074 $653,000
Q3 2023

Oct 11, 2023

SELL
$46.47 - $49.43 $50,791 - $54,026
-1,093 Reduced 10.95%
8,885 $417,000
Q2 2023

Jul 05, 2023

BUY
$44.13 - $48.37 $440,329 - $482,635
9,978 New
9,978 $483,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Hbw Advisory Services LLC Portfolio

Follow Hbw Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hbw Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hbw Advisory Services LLC with notifications on news.