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

Novare Capital Management LLC

  • $1.17 Billion
  • Q4 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 20,190 shares of JEPQ stock, worth $1.13 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
20,190
Previous 20,365 0.86%
Holding current value
$1.13 Million
Previous $1.12 Million 1.79%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jan 21, 2025
SELL
$53.94 - $58.15 $9,439 - $10,176
-175 Reduced 0.86%
20,190 $1.14 Million
Q3 2024

Oct 11, 2024
BUY
$49.7 - $56.11 $42,990 - $48,535
865 Added 4.44%
20,365 $1.12 Million
Q2 2024

Aug 01, 2024
BUY
$50.84 - $55.56 $228,780 - $250,020
4,500 Added 30.0%
19,500 $1.08 Million
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
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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