Lido Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Lido Advisors, LLC

  • $20.3 Billion
  • Q3 2024

A detailed history of Lido Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lido Advisors, LLC holds 8,559 shares of JEPQ stock, worth $497,705. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,559
Previous 7,923 8.03%
Holding current value
$497,705
Previous $439,000 7.06%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $31,609 - $35,685
636 Added 8.03%
8,559 $470,000
Q2 2024

Aug 14, 2024
SELL
$50.84 - $55.56 $12,201 - $13,334
-240 Reduced 2.94%
7,923 $439,000
Q1 2024

May 15, 2024
SELL
$49.02 - $54.29 $514,170 - $569,447
-10,489 Reduced 56.24%
8,163 $442,000
Q4 2023

Feb 14, 2024
BUY
$45.1 - $50.32 $13,214 - $14,743
293 Added 1.6%
18,652 $931,000
Q3 2023

Nov 14, 2023
BUY
$46.47 - $49.43 $100,607 - $107,015
2,165 Added 13.37%
18,359 $861,000
Q2 2023

Aug 09, 2023
BUY
$44.13 - $48.37 $42,320 - $46,386
959 Added 6.29%
16,194 $783,000
Q1 2023

May 15, 2023
BUY
$40.25 - $45.09 $613,208 - $686,946
15,235 New
15,235 $686,000

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

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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