Herold Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Herold Advisors, Inc.

  • $449 Million
  • Q3 2024

A detailed history of Herold Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Herold Advisors, Inc. holds 22,405 shares of JEPQ stock, worth $1.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
22,405
Previous 19,581 14.42%
Holding current value
$1.3 Million
Previous $1.09 Million 13.26%
% of portfolio
0.27%
Previous 0.26%

Shares

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

Nov 14, 2024
BUY
$49.7 - $56.11 $140,352 - $158,454
2,824 Added 14.42%
22,405 $1.23 Million
Q2 2024

Jul 24, 2024
BUY
$50.84 - $55.56 $51,602 - $56,393
1,015 Added 5.47%
19,581 $1.09 Million
Q1 2024

May 10, 2024
BUY
$49.02 - $54.29 $298,139 - $330,191
6,082 Added 48.72%
18,566 $1.01 Million
Q4 2023

Feb 02, 2024
BUY
$45.1 - $50.32 $96,468 - $107,634
2,139 Added 20.68%
12,484 $623,000
Q3 2023

Nov 08, 2023
BUY
$46.47 - $49.43 $480,732 - $511,353
10,345 New
10,345 $485,000

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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