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

Hilltop Wealth Advisors, LLC

  • $198 Million
  • Q4 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 418,188 shares of JEPQ stock, worth $23.4 Million. This represents 11.92% of its overall portfolio holdings.

Number of Shares
418,188
Previous 411,736 1.57%
Holding current value
$23.4 Million
Previous $22.6 Million 4.25%
% of portfolio
11.92%
Previous 10.55%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 08, 2025
BUY
$53.94 - $58.15 $348,020 - $375,183
6,452 Added 1.57%
418,188 $23.6 Million
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
773
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Hilltop Wealth Advisors, LLC Portfolio

Follow Hilltop Wealth Advisors, 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 Hilltop Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hilltop Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email