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

Second Half Financial Partners, LLC

  • $129 Million
  • Q4 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 339,186 shares of JEPQ stock, worth $19.8 Million. This represents 14.86% of its overall portfolio holdings.

Number of Shares
339,186
Previous 203,960 66.3%
Holding current value
$19.8 Million
Previous $11.2 Million 70.7%
% of portfolio
14.86%
Previous 6.85%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $7.29 Million - $7.86 Million
135,226 Added 66.3%
339,186 $19.1 Million
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
763
Shares Held
136M
Call Options Held
332K
Put Options Held
202K
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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