Secured Retirement Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Secured Retirement Advisors, LLC

$155 Billion
Q1 2025

A detailed history of Secured Retirement Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Secured Retirement Advisors, LLC holds 33,680 shares of JEPQ stock, worth $1.73 Million. This represents 1.12% of its overall portfolio holdings.

Number of Shares

33,680

Previous 40,406 16.65%

Holding current value

$1.73 Million

Previous $2.28 Billion 23.45%

% of portfolio

1.12%

Previous 1.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 01, 2025	SELL	$51.45 - $58.51 $346,052 - $393,538	-6,726 Reduced 16.65%	33,680 $1.74 Billion
Q4 2024 Jan 30, 2025	BUY	$53.94 - $58.15 $53,130 - $57,277	985 Added 2.5%	40,406 $2.28 Billion
Q3 2024 Oct 29, 2024	SELL	$49.7 - $56.11 $40,704 - $45,954	-819 Reduced 2.04%	39,421 $2.17 Billion
Q2 2024 Aug 09, 2024	SELL	$50.84 - $55.56 $20,437 - $22,335	-402 Reduced 0.99%	40,240 $2.23 Billion
Q1 2024 May 10, 2024	BUY	$49.02 - $54.29 $13,333 - $14,766	272 Added 0.67%	40,642 $2.2 Billion
Q4 2023 Feb 16, 2024	BUY	$45.1 - $50.32 $1.82 Million - $2.03 Million	40,370 New	40,370 $2.02 Billion

Others Institutions Holding JEPQ

# of Institutions

793

Shares Held

141M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Secured Retirement Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History