Resources Investment Advisors, Llc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Resources Investment Advisors, Llc.

$8.43 Billion
Q3 2024

A detailed history of Resources Investment Advisors, Llc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Resources Investment Advisors, Llc. holds 29,507 shares of JEPQ stock, worth $1.67 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

29,507

Previous 31,764 7.11%

Holding current value

$1.67 Million

Previous $1.76 Million 8.06%

% of portfolio

0.02%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$49.7 - $56.11 $112,172 - $126,640	-2,257 Reduced 7.11%	29,507 $1.62 Million
Q2 2024 Aug 02, 2024	SELL	$50.84 - $55.56 $259,182 - $283,244	-5,098 Reduced 13.83%	31,764 $1.76 Million
Q1 2024 May 10, 2024	SELL	$49.02 - $54.29 $16,666 - $18,458	-340 Reduced 0.91%	36,862 $2 Million
Q4 2023 Feb 13, 2024	BUY	$45.1 - $50.32 $50,286 - $56,106	1,115 Added 3.09%	37,202 $1.86 Million
Q3 2023 Nov 14, 2023	SELL	$46.47 - $49.43 $118,684 - $126,244	-2,554 Reduced 6.61%	36,087 $1.69 Million
Q2 2023 Aug 07, 2023	BUY	$44.13 - $48.37 $815,478 - $893,829	18,479 Added 91.65%	38,641 $1.87 Million
Q1 2023 May 10, 2023	BUY	$40.25 - $45.09 $811,520 - $909,104	20,162 New	20,162 $909,000

Others Institutions Holding JEPQ

# of Institutions

627

Shares Held

118M

Call Options Held

292K

Put Options Held

264K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Resources Investment Advisors, Llc., based on Form 13F filings with the SEC.

News

Stay updated on Resources Investment Advisors, Llc. with notifications on news.

Account

Resources Investment Advisors, Llc. J P Morgan ETF Tr Nasdaq Equit Transaction History