Ifp Advisors, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Ifp Advisors, Inc

$3.07 Billion
Q1 2025

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 26,986 shares of JEPQ stock, worth $1.42 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

26,986

Previous 39,328 31.38%

Holding current value

$1.42 Million

Previous $2.22 Million 36.99%

% of portfolio

0.05%

Previous 0.08%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$51.45 - $58.51 $634,995 - $722,130	-12,342 Reduced 31.38%	26,986 $1.4 Million
Q4 2024 Feb 04, 2025	BUY	$53.94 - $58.15 $141,754 - $152,818	2,628 Added 7.16%	39,328 $2.22 Million
Q3 2024 Feb 04, 2025	SELL	$49.7 - $56.11 $133,394 - $150,599	-2,684 Reduced 6.81%	36,700 $2.02 Million
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

# of Institutions

822

Shares Held

156M

Call Options Held

679K

Put Options Held

672K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

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.

Account