Rothschild Investment LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Rothschild Investment LLC

  • $1.49 Trillion
  • Q1 2025

A detailed history of Rothschild Investment LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Rothschild Investment LLC holds 68,238 shares of JEPQ stock, worth $3.68 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
68,238
Previous 60,638 12.53%
Holding current value
$3.68 Million
Previous $3.42 Billion 3.35%
% of portfolio
0.24%
Previous 0.22%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 08, 2025
BUY
$51.45 - $58.51 $391,020 - $444,676
7,600 Added 12.53%
68,238 $3.53 Billion
Q4 2024

Feb 04, 2025
BUY
$53.94 - $58.15 $539,022 - $581,092
9,993 Added 19.73%
60,638 $3.42 Billion
Q3 2024

Oct 18, 2024
BUY
$49.7 - $56.11 $1.38 Million - $1.56 Million
27,721 Added 120.93%
50,645 $2.78 Billion
Q2 2024

Jul 30, 2024
BUY
$50.84 - $55.56 $1.17 Million - $1.27 Million
22,924 New
22,924 $1.27 Billion
Q1 2024

Jul 31, 2024
BUY
$49.02 - $54.29 $77,892 - $86,266
1,589 Added 10.03%
17,426 $945 Million
Q4 2023

Jul 31, 2024
SELL
$45.1 - $50.32 $319,623 - $356,617
-7,087 Reduced 30.92%
15,837 $791 Million

Others Institutions Holding JEPQ

# of Institutions
822
Shares Held
156M
Call Options Held
679K
Put Options Held
672K
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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