Sequent Planning LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sequent Planning LLC

  • $278 Billion
  • Q1 2025

A detailed history of Sequent Planning LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sequent Planning LLC holds 24,372 shares of JEPQ stock, worth $1.25 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares
24,372
Previous 24,634 1.06%
Holding current value
$1.25 Million
Previous $1.39 Billion 9.14%
% of portfolio
0.45%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$51.45 - $58.51 $13,479 - $15,329
-262 Reduced 1.06%
24,372 $1.26 Billion
Q4 2024

Feb 11, 2025
SELL
$53.94 - $58.15 $4,045 - $4,361
-75 Reduced 0.3%
24,634 $1.39 Billion
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $64,212 - $72,494
1,292 Added 5.52%
24,709 $1.36 Billion
Q2 2024

Aug 12, 2024
SELL
$50.84 - $55.56 $114,440 - $125,065
-2,251 Reduced 8.77%
23,417 $1.29 Billion
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $1.26 Million - $1.39 Million
25,668 New
25,668 $1.39 Billion

Others Institutions Holding JEPQ

# of Institutions
802
Shares Held
148M
Call Options Held
335K
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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