Jacobi Capital Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Jacobi Capital Management LLC

  • $1.3 Billion
  • Q4 2024

A detailed history of Jacobi Capital Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Jacobi Capital Management LLC holds 7,518 shares of JEPQ stock, worth $432,811. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,518
Previous 7,027 6.99%
Holding current value
$432,811
Previous $385,000 9.87%
% of portfolio
0.03%
Previous 0.03%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$53.94 - $58.15 $26,484 - $28,551
491 Added 6.99%
7,518 $423,000
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $112,620 - $127,145
2,266 Added 47.6%
7,027 $385,000
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $242,049 - $264,521
4,761 New
4,761 $264,000

Others Institutions Holding JEPQ

# of Institutions
767
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
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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