Joseph P. Lucia & Associates, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Joseph P. Lucia & Associates, LLC

  • $159 Million
  • Q1 2024

A detailed history of Joseph P. Lucia & Associates, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Joseph P. Lucia & Associates, LLC holds 35,151 shares of JEPQ stock, worth $1.97 Million. This represents 1.2% of its overall portfolio holdings.

Number of Shares
35,151
Previous 36,487 3.66%
Holding current value
$1.97 Million
Previous $1.82 Million 4.67%
% of portfolio
1.2%
Previous 1.14%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$49.02 - $54.29 $65,490 - $72,531
-1,336 Reduced 3.66%
35,151 $1.91 Million
Q4 2023

Jan 29, 2024
SELL
$45.1 - $50.32 $46,002 - $51,326
-1,020 Reduced 2.72%
36,487 $1.82 Million
Q3 2023

Oct 30, 2023
BUY
$46.47 - $49.43 $667,076 - $709,567
14,355 Added 62.0%
37,507 $1.76 Million
Q2 2023

Jul 21, 2023
BUY
$44.13 - $48.37 $681,587 - $747,074
15,445 Added 200.4%
23,152 $1.12 Million
Q1 2023

May 02, 2023
BUY
$40.25 - $45.09 $310,206 - $347,508
7,707 New
7,707 $347,000

Others Institutions Holding JEPQ

# of Institutions
515
Shares Held
86.3M
Call Options Held
65.2K
Put Options Held
102K
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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