Householder Group Estate & Retirement Specialist, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Householder Group Estate & Retirement Specialist, LLC

$134 Million
Q4 2024

A detailed history of Householder Group Estate & Retirement Specialist, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Householder Group Estate & Retirement Specialist, LLC holds 19,882 shares of JEPQ stock, worth $1.12 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

19,882

Previous 73,087 72.8%

Holding current value

$1.12 Million

Previous $4.01 Million 72.1%

% of portfolio

0.84%

Previous 1.17%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	SELL	$53.94 - $58.15 $2.87 Million - $3.09 Million	-53,205 Reduced 72.8%	19,882 $1.12 Million
Q3 2024 Oct 18, 2024	SELL	$49.7 - $56.11 $973,324 - $1.1 Million	-19,584 Reduced 21.13%	73,087 $4.01 Million
Q2 2024 Jul 17, 2024	BUY	$50.84 - $55.56 $404,483 - $442,035	7,956 Added 9.39%	92,671 $5.14 Million
Q1 2024 May 03, 2024	BUY	$49.02 - $54.29 $1.72 Million - $1.91 Million	35,168 Added 70.98%	84,715 $4.59 Million
Q4 2023 Jan 23, 2024	BUY	$45.1 - $50.32 $1.34 Million - $1.5 Million	29,769 Added 150.52%	49,547 $2.47 Million
Q3 2023 Oct 10, 2023	BUY	$46.47 - $49.43 $919,083 - $977,626	19,778 New	19,778 $928,000

Others Institutions Holding JEPQ

# of Institutions

645

Shares Held

116M

Call Options Held

292K

Put Options Held

264K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Householder Group Estate & Retirement Specialist, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History