Sequoia Financial Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sequoia Financial Advisors, LLC

  • $11.6 Billion
  • Q1 2025

A detailed history of Sequoia Financial Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sequoia Financial Advisors, LLC holds 13,355 shares of JEPQ stock, worth $702,072. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,355
Previous 6,654 100.71%
Holding current value
$702,072
Previous $375,000 84.27%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Apr 23, 2025
BUY
$51.45 - $58.51 $344,766 - $392,075
6,701 Added 100.71%
13,355 $691,000
Q3 2024

Oct 21, 2024
SELL
$49.7 - $56.11 $190,798 - $215,406
-3,839 Reduced 36.59%
6,654 $365,000
Q2 2024

Jul 15, 2024
SELL
$50.84 - $55.56 $141,843 - $155,012
-2,790 Reduced 21.0%
10,493 $582,000
Q1 2024

Apr 30, 2024
BUY
$49.02 - $54.29 $651,132 - $721,134
13,283 New
13,283 $720,000

Others Institutions Holding JEPQ

# of Institutions
821
Shares Held
156M
Call Options Held
679K
Put Options Held
672K
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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