Perennial Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Perennial Investment Advisors, LLC

  • $657 Million
  • Q1 2024

A detailed history of Perennial Investment Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Perennial Investment Advisors, LLC holds 43,979 shares of JEPQ stock, worth $2.46 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
43,979
Previous 41,784 5.25%
Holding current value
$2.46 Million
Previous $2.09 Million 14.33%
% of portfolio
0.36%
Previous 0.35%

Shares

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

May 14, 2024
BUY
$49.02 - $54.29 $107,598 - $119,166
2,195 Added 5.25%
43,979 $2.39 Million
Q4 2023

Feb 14, 2024
BUY
$45.1 - $50.32 $235,422 - $262,670
5,220 Added 14.28%
41,784 $2.09 Million
Q3 2023

Nov 14, 2023
BUY
$46.47 - $49.43 $1.08 Million - $1.15 Million
23,205 Added 173.7%
36,564 $1.72 Million
Q2 2023

Aug 14, 2023
BUY
$44.13 - $48.37 $318,662 - $349,279
7,221 Added 117.64%
13,359 $646,000
Q1 2023

May 11, 2023
BUY
$40.25 - $45.09 $247,054 - $276,762
6,138 New
6,138 $276,000

Others Institutions Holding JEPQ

# of Institutions
515
Shares Held
85.9M
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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