Novare Capital Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Novare Capital Management LLC

  • $1.1 Billion
  • Q1 2024

A detailed history of Novare Capital Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Novare Capital Management LLC holds 15,000 shares of JEPQ stock, worth $832,500. This represents 0.07% of its overall portfolio holdings.

Number of Shares
15,000
Previous 12,000 25.0%
Holding current value
$832,500
Previous $599,000 35.73%
% of portfolio
0.07%
Previous 0.06%

Shares

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

May 06, 2024
BUY
$49.02 - $54.29 $147,060 - $162,870
3,000 Added 25.0%
15,000 $813,000
Q4 2023

Feb 08, 2024
BUY
$45.1 - $50.32 $45,100 - $50,320
1,000 Added 9.09%
12,000 $599,000
Q3 2023

Nov 02, 2023
BUY
$46.47 - $49.43 $511,170 - $543,730
11,000 New
11,000 $516,000

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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