Lake Street Financial LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Lake Street Financial LLC

  • $713 Million
  • Q1 2024

A detailed history of Lake Street Financial LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lake Street Financial LLC holds 68,265 shares of JEPQ stock, worth $3.79 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
68,265
Previous 49,039 39.21%
Holding current value
$3.79 Million
Previous $2.45 Million 51.23%
% of portfolio
0.52%
Previous 0.39%

Shares

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

Apr 19, 2024
BUY
$49.02 - $54.29 $942,458 - $1.04 Million
19,226 Added 39.21%
68,265 $3.7 Million
Q4 2023

Jan 10, 2024
SELL
$45.1 - $50.32 $147,386 - $164,445
-3,268 Reduced 6.25%
49,039 $2.45 Million
Q3 2023

Oct 20, 2023
SELL
$46.47 - $49.43 $188,714 - $200,735
-4,061 Reduced 7.2%
52,307 $2.45 Million
Q2 2023

Jul 18, 2023
BUY
$44.13 - $48.37 $552,728 - $605,834
12,525 Added 28.57%
56,368 $2.73 Million
Q1 2023

Apr 17, 2023
BUY
$40.25 - $45.09 $266,294 - $298,315
6,616 Added 17.77%
43,843 $1.98 Million
Q4 2022

Jan 25, 2023
BUY
$40.31 - $44.62 $1.5 Million - $1.66 Million
37,227 New
37,227 $0

Others Institutions Holding JEPQ

# of Institutions
511
Shares Held
85.6M
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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