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

Sheaff Brock Investment Advisors, LLC

$1.08 Billion
Q1 2025

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 12,440 shares of JEPQ stock, worth $653,970. This represents 0.06% of its overall portfolio holdings.

Number of Shares

12,440

Previous 13,906 10.54%

Holding current value

$653,970

Previous $784,000 17.86%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$51.45 - $58.51 $75,425 - $85,775	-1,466 Reduced 10.54%	12,440 $644,000
Q3 2024 Nov 06, 2024	BUY	$49.7 - $56.11 $36,032 - $40,679	725 Added 5.5%	13,906 $763,000
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

821

Shares Held

156M

Call Options Held

679K

Put Options Held

672K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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