Legacy Financial Strategies, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Legacy Financial Strategies, LLC

  • $452 Million
  • Q1 2025

A detailed history of Legacy Financial Strategies, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Legacy Financial Strategies, LLC holds 5,465 shares of JEPQ stock, worth $287,622. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,465
Previous 3,800 43.82%
Holding current value
$287,622
Previous $214,000 32.24%
% of portfolio
0.06%
Previous 0.05%

Shares

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

Apr 08, 2025
BUY
$51.45 - $58.51 $85,664 - $97,419
1,665 Added 43.82%
5,465 $283,000
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $204,972 - $220,970
3,800 New
3,800 $214,000

Others Institutions Holding JEPQ

# of Institutions
822
Shares Held
156M
Call Options Held
679K
Put Options Held
672K
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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