Samalin Investment Counsel, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Samalin Investment Counsel, LLC

  • $222 Million
  • Q3 2024

A detailed history of Samalin Investment Counsel, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Samalin Investment Counsel, LLC holds 5,331 shares of JEPQ stock, worth $302,321. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,331
Previous 4,193 27.14%
Holding current value
$302,321
Previous $232,000 25.86%
% of portfolio
0.13%
Previous 0.11%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$49.7 - $56.11 $56,558 - $63,853
1,138 Added 27.14%
5,331 $292,000
Q2 2024

Aug 13, 2024
SELL
$50.84 - $55.56 $3,050 - $3,333
-60 Reduced 1.41%
4,193 $232,000
Q1 2024

May 13, 2024
BUY
$49.02 - $54.29 $931 - $1,031
19 Added 0.45%
4,253 $230,000
Q4 2023

Feb 14, 2024
SELL
$45.1 - $50.32 $39,597 - $44,180
-878 Reduced 17.18%
4,234 $211,000
Q3 2023

Nov 13, 2023
BUY
$46.47 - $49.43 $3,252 - $3,460
70 Added 1.39%
5,112 $239,000
Q2 2023

Aug 03, 2023
BUY
$44.13 - $48.37 $222,503 - $243,881
5,042 New
5,042 $243,000

Others Institutions Holding JEPQ

# of Institutions
629
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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