Patriot Financial Group Insurance Agency, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Patriot Financial Group Insurance Agency, LLC

  • $795 Million
  • Q2 2025

A detailed history of Patriot Financial Group Insurance Agency, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Patriot Financial Group Insurance Agency, LLC holds 97,715 shares of JEPQ stock, worth $5.52 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
97,715
Previous 103,964 6.01%
Holding current value
$5.52 Million
Previous $5.39 Million 1.32%
% of portfolio
0.67%
Previous 0.79%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
SELL
$45.88 - $54.4 $286,704 - $339,945
-6,249 Reduced 6.01%
97,715 $5.32 Million
Q1 2025

Apr 14, 2025
BUY
$51.45 - $58.51 $422,507 - $480,484
8,212 Added 8.58%
103,964 $5.39 Million
Q4 2024

Jan 22, 2025
BUY
$53.94 - $58.15 $231,888 - $249,986
4,299 Added 4.7%
95,752 $5.4 Million
Q3 2024

Oct 24, 2024
BUY
$49.7 - $56.11 $470,609 - $531,305
9,469 Added 11.55%
91,453 $5.02 Million
Q2 2024

Jul 26, 2024
BUY
$50.84 - $55.56 $711,505 - $777,562
13,995 Added 20.58%
81,984 $4.55 Million
Q1 2024

Apr 30, 2024
BUY
$49.02 - $54.29 $1.21 Million - $1.35 Million
24,780 Added 57.35%
67,989 $3.69 Million
Q4 2023

Jan 19, 2024
BUY
$45.1 - $50.32 $1.95 Million - $2.17 Million
43,209 New
43,209 $2.16 Million

Others Institutions Holding JEPQ

# of Institutions
851
Shares Held
251M
Call Options Held
1.34M
Put Options Held
666K
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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