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

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

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 24,709 shares of JEPQ stock, worth $1.39 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
24,709
Previous 23,417 5.52%
Holding current value
$1.39 Million
Previous $1.29 Billion 4.98%
% of portfolio
0.47%
Previous 0.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
628
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
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