A detailed history of Ifp Advisors, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ifp Advisors, Inc holds 39,384 shares of JEPQ stock, worth $2.19 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
39,384
Previous 45,342 13.14%
Holding current value
$2.19 Million
Previous $2.46 Million 11.14%
% of portfolio
0.09%
Previous 0.11%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$50.84 - $55.56 $302,904 - $331,026
-5,958 Reduced 13.14%
39,384 $2.19 Million
Q1 2024

Jul 30, 2024

BUY
$49.02 - $54.29 $435,248 - $482,040
8,879 Added 24.35%
45,342 $2.46 Million
Q4 2023

Jan 09, 2024

BUY
$45.1 - $50.32 $371,488 - $414,485
8,237 Added 29.18%
36,463 $1.82 Million
Q3 2023

Oct 12, 2023

BUY
$46.47 - $49.43 $11,524 - $12,258
248 Added 0.89%
28,226 $1.32 Million
Q2 2023

Aug 04, 2023

BUY
$44.13 - $48.37 $407,937 - $447,132
9,244 Added 49.34%
27,978 $1.35 Million
Q1 2023

Apr 18, 2023

BUY
$40.25 - $45.09 $707,192 - $792,231
17,570 Added 1509.45%
18,734 $844,000
Q4 2022

Feb 07, 2023

BUY
$40.31 - $44.62 $3,466 - $3,837
86 Added 7.98%
1,164 $60,000
Q3 2022

Nov 08, 2022

BUY
$41.65 - $49.9 $44,898 - $53,792
1,078 New
1,078 $55,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Ifp Advisors, Inc Portfolio

Follow Ifp Advisors, Inc 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 Ifp Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Ifp Advisors, Inc with notifications on news.