Sheaff Brock Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sheaff Brock Investment Advisors, LLC

  • $1.07 Billion
  • Q2 2024

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 13,181 shares of JEPQ stock, worth $722,186. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,181
Previous 12,509 5.37%
Holding current value
$722,186
Previous $678,000 7.82%
% of portfolio
0.07%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024
BUY
$50.84 - $55.56 $34,164 - $37,336
672 Added 5.37%
13,181 $731,000
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $125,736 - $139,253
2,565 Added 25.79%
12,509 $678,000
Q4 2023

Feb 08, 2024
BUY
$45.1 - $50.32 $21,783 - $24,304
483 Added 5.11%
9,944 $496,000
Q3 2023

Nov 08, 2023
BUY
$46.47 - $49.43 $72,586 - $77,209
1,562 Added 19.77%
9,461 $444,000
Q2 2023

Aug 08, 2023
BUY
$44.13 - $48.37 $348,582 - $382,074
7,899 New
7,899 $382,000

Others Institutions Holding JEPQ

# of Institutions
591
Shares Held
106M
Call Options Held
93.9K
Put Options Held
84.7K
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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