A detailed history of Howard Financial Services, Ltd. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Howard Financial Services, Ltd. holds 12,499 shares of JEPQ stock, worth $699,569. This represents 0.12% of its overall portfolio holdings.

Number of Shares
12,499
Previous 13,021 4.01%
Holding current value
$699,569
Previous $650,000 4.15%
% of portfolio
0.12%
Previous 0.13%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 16, 2024

SELL
$49.02 - $54.29 $25,588 - $28,339
-522 Reduced 4.01%
12,499 $677,000
Q2 2023

Jul 12, 2023

BUY
$44.13 - $48.37 $147,129 - $161,265
3,334 Added 34.42%
13,021 $629,000
Q1 2023

Apr 05, 2023

SELL
$40.25 - $45.09 $120,750 - $135,270
-3,000 Reduced 23.65%
9,687 $436,000
Q4 2022

Jan 13, 2023

BUY
$40.31 - $44.62 $511,412 - $566,093
12,687 New
12,687 $0

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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