Kraematon Investment Advisors, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History

Kraematon Investment Advisors, Inc

$95.8 Million
Q3 2024

A detailed history of Kraematon Investment Advisors, Inc transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kraematon Investment Advisors, Inc holds 21,257 shares of JEPQ stock, worth $1.23 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

21,257

Previous 19,207 10.67%

Holding current value

$1.23 Million

Previous $1.07 Million 9.58%

% of portfolio

1.22%

Previous 1.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$49.7 - $56.11 $101,885 - $115,025	2,050 Added 10.67%	21,257 $1.17 Million
Q2 2024 Jul 12, 2024	BUY	$50.84 - $55.56 $52,721 - $57,615	1,037 Added 5.71%	19,207 $1.07 Million
Q1 2024 May 03, 2024	BUY	$49.02 - $54.29 $124,216 - $137,570	2,534 Added 16.21%	18,170 $985,000
Q4 2023 Jan 12, 2024	BUY	$45.1 - $50.32 $258,287 - $288,182	5,727 Added 57.8%	15,636 $780,000
Q3 2023 Nov 01, 2023	SELL	$46.47 - $49.43 $2,044 - $2,174	-44 Reduced 0.44%	9,909 $465,000
Q2 2023 Aug 10, 2023	BUY	$44.13 - $48.37 $439,225 - $481,426	9,953 New	9,953 $481,000
Q4 2022 Feb 13, 2023	BUY	$40.31 - $44.62 $147,171 - $162,907	3,651 New	3,651 $148,000

Others Institutions Holding JEPQ

# of Institutions

630

Shares Held

118M

Call Options Held

292K

Put Options Held

264K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kraematon Investment Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Kraematon Investment Advisors, Inc with notifications on news.

Account

Kraematon Investment Advisors, Inc J P Morgan ETF Tr Nasdaq Equit Transaction History