Milestone Asset Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Milestone Asset Management, LLC

  • $454 Billion
  • Q4 2024

A detailed history of Milestone Asset Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Milestone Asset Management, LLC holds 89,717 shares of JEPQ stock, worth $5.02 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
89,717
Previous 110,529 18.83%
Holding current value
$5.02 Million
Previous $6.07 Billion 16.69%
% of portfolio
1.11%
Previous 1.36%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$53.94 - $58.15 $1.12 Million - $1.21 Million
-20,812 Reduced 18.83%
89,717 $5.06 Billion
Q3 2024

Oct 25, 2024
BUY
$49.7 - $56.11 $2.03 Million - $2.3 Million
40,907 Added 58.76%
110,529 $6.07 Billion
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $391,823 - $428,200
7,707 Added 12.45%
69,622 $3.86 Billion
Q1 2024

Apr 23, 2024
BUY
$49.02 - $54.29 $3.04 Million - $3.36 Million
61,915 New
61,915 $3.36 Billion
Q1 2023

May 08, 2023
BUY
$40.25 - $45.09 $2.14 Million - $2.4 Million
53,232 New
53,232 $2.4 Billion

Others Institutions Holding JEPQ

# of Institutions
773
Shares Held
137M
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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