Hilltop Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Hilltop Wealth Advisors, LLC

  • $214 Million
  • Q3 2024

A detailed history of Hilltop Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Hilltop Wealth Advisors, LLC holds 411,736 shares of JEPQ stock, worth $23.8 Million. This represents 10.55% of its overall portfolio holdings.

Number of Shares
411,736
Previous 404,785 1.72%
Holding current value
$23.8 Million
Previous $22.5 Million 0.67%
% of portfolio
10.55%
Previous 11.36%

Shares

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

Oct 09, 2024
BUY
$49.7 - $56.11 $345,464 - $390,020
6,951 Added 1.72%
411,736 $22.6 Million
Q2 2024

Jul 03, 2024
BUY
$50.84 - $55.56 $10.3 Million - $11.3 Million
203,287 Added 100.89%
404,785 $22.5 Million
Q1 2024

Apr 05, 2024
SELL
$49.02 - $54.29 $281,374 - $311,624
-5,740 Reduced 2.77%
201,498 $10.9 Million
Q4 2023

Jan 17, 2024
BUY
$45.1 - $50.32 $9.35 Million - $10.4 Million
207,238 New
207,238 $10.3 Million

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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