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

Patriot Financial Group Insurance Agency, LLC

  • $720 Million
  • Q3 2024

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 91,453 shares of JEPQ stock, worth $5.32 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
91,453
Previous 81,984 11.55%
Holding current value
$5.32 Million
Previous $4.55 Million 10.4%
% of portfolio
0.7%
Previous 0.68%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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