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

Intrepid Financial Planning Group LLC

  • $232 Million
  • Q3 2024

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 40,288 shares of JEPQ stock, worth $2.24 Million. This represents 0.95% of its overall portfolio holdings.

Number of Shares
40,288
Previous 16,858 138.98%
Holding current value
$2.24 Million
Previous $935,000 136.68%
% of portfolio
0.95%
Previous 0.4%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
626
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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