Intrepid Financial Planning Group LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Intrepid Financial Planning Group LLC

  • $206 Million
  • Q1 2025

A detailed history of Intrepid Financial Planning Group LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 85,580 shares of JEPQ stock, worth $4.69 Million. This represents 2.16% of its overall portfolio holdings.

Number of Shares
85,580
Previous 77,843 9.94%
Holding current value
$4.69 Million
Previous $4.39 Million 0.98%
% of portfolio
2.16%
Previous 1.88%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$51.45 - $58.51 $398,068 - $452,691
7,737 Added 9.94%
85,580 $4.43 Million
Q4 2024

Feb 10, 2025
BUY
$53.94 - $58.15 $2.03 Million - $2.18 Million
37,555 Added 93.22%
77,843 $4.39 Million
Q3 2024

Nov 04, 2024
BUY
$49.7 - $56.11 $1.16 Million - $1.31 Million
23,430 Added 138.98%
40,288 $2.21 Million
Q2 2024

Aug 12, 2024
BUY
$50.84 - $55.56 $522,838 - $571,379
10,284 Added 156.43%
16,858 $935,000
Q1 2024

May 13, 2024
BUY
$49.02 - $54.29 $322,257 - $356,902
6,574 New
6,574 $356,000

Others Institutions Holding JEPQ

# of Institutions
834
Shares Held
241M
Call Options Held
679K
Put Options Held
672K
View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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