Key Client Fiduciary Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Key Client Fiduciary Advisors, LLC

  • $196 Million
  • Q1 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 8,232 shares of JEPQ stock, worth $426,499. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,232
Previous 5,389 52.76%
Holding current value
$426,499
Previous $303,000 40.59%
% of portfolio
0.22%
Previous 0.15%

Shares

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

Apr 10, 2025
BUY
$51.45 - $58.51 $146,272 - $166,343
2,843 Added 52.76%
8,232 $426,000
Q4 2024

Jan 17, 2025
BUY
$53.94 - $58.15 $290,682 - $313,370
5,389 New
5,389 $303,000

Others Institutions Holding JEPQ

# of Institutions
776
Shares Held
138M
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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