Iam Advisory, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Iam Advisory, LLC

$392 Million
Q4 2024

A detailed history of Iam Advisory, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Iam Advisory, LLC holds 6,065 shares of JEPQ stock, worth $314,045. This represents 0.09% of its overall portfolio holdings.

Number of Shares

6,065

Previous 5,897 2.85%

Holding current value

$314,045

Previous $323,000 5.57%

% of portfolio

0.09%

Previous 0.08%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$53.94 - $58.15 $9,061 - $9,769	168 Added 2.85%	6,065 $341,000
Q3 2024 Oct 07, 2024	BUY	$49.7 - $56.11 $7,653 - $8,640	154 Added 2.68%	5,897 $323,000
Q2 2024 Jul 12, 2024	SELL	$50.84 - $55.56 $30,504 - $33,336	-600 Reduced 9.46%	5,743 $318,000
Q1 2024 Apr 15, 2024	BUY	$49.02 - $54.29 $6,666 - $7,383	136 Added 2.19%	6,343 $344,000
Q4 2023 Jan 12, 2024	BUY	$45.1 - $50.32 $8,839 - $9,862	196 Added 3.26%	6,207 $309,000
Q3 2023 Oct 10, 2023	BUY	$46.47 - $49.43 $279,331 - $297,123	6,011 New	6,011 $282,000

Others Institutions Holding JEPQ

# of Institutions

774

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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