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

Second Half Financial Partners, LLC

  • $163 Million
  • Q3 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 203,960 shares of JEPQ stock, worth $11.8 Million. This represents 6.85% of its overall portfolio holdings.

Number of Shares
203,960
Previous 212,061 3.82%
Holding current value
$11.8 Million
Previous $11.8 Million 4.81%
% of portfolio
6.85%
Previous 11.06%

Shares

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

Nov 08, 2024
SELL
$49.7 - $56.11 $402,619 - $454,547
-8,101 Reduced 3.82%
203,960 $11.2 Million
Q2 2024

Aug 08, 2024
SELL
$50.84 - $55.56 $311,242 - $340,138
-6,122 Reduced 2.81%
212,061 $11.8 Million
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
630
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
Track This Portfolio

Track Second Half Financial Partners, LLC Portfolio

Follow Second Half Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Second Half Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Second Half Financial Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email