Second Half Financial Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Second Half Financial Partners, LLC

$212 Million
Q1 2024

A detailed history of Second Half Financial Partners, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Second Half Financial Partners, LLC holds 218,183 shares of JEPQ stock, worth $12.1 Million. This represents 5.57% of its overall portfolio holdings.

Number of Shares

218,183

Previous 221,435 1.47%

Holding current value

$12.1 Million

Previous $11.1 Million 7.04%

% of portfolio

5.57%

Previous 5.46%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 09, 2024	SELL	$49.02 - $54.29 $159,413 - $176,551	-3,252 Reduced 1.47%	218,183 $11.8 Million
Q4 2023 Feb 07, 2024	SELL	$45.1 - $50.32 $33,193 - $37,035	-736 Reduced 0.33%	221,435 $11.1 Million
Q3 2023 Nov 13, 2023	BUY	$46.47 - $49.43 $9.91 Million - $10.5 Million	213,320 Added 2410.12%	222,171 $10.4 Million
Q3 2023 Nov 03, 2023	SELL	$46.47 - $49.43 $9.41 Million - $10 Million	-202,480 Reduced 95.81%	8,851 $415,000
Q2 2023 Aug 07, 2023	SELL	$44.13 - $48.37 $50,264 - $55,093	-1,139 Reduced 0.54%	211,331 $10.2 Million

Q1 2023 May 11, 2023	SELL	$40.25 - $45.09 $122,199 - $136,893	-3,036 Reduced 1.41%	212,470 $9.58 Million
Q4 2022 Feb 13, 2023	BUY	$40.31 - $44.62 $8.69 Million - $9.62 Million	215,506 New	215,506 $8.79 Million

Others Institutions Holding JEPQ

# of Institutions

511

Shares Held

85.6M

Call Options Held

65.2K

Put Options Held

102K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Second Half Financial Partners, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History