Shepherd Financial Partners LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Shepherd Financial Partners LLC

  • $826 Million
  • Q3 2024

A detailed history of Shepherd Financial Partners LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Shepherd Financial Partners LLC holds 9,417 shares of JEPQ stock, worth $536,486. This represents 0.06% of its overall portfolio holdings.

Number of Shares
9,417
Previous 8,097 16.3%
Holding current value
$536,486
Previous $449,000 15.14%
% of portfolio
0.06%
Previous 0.06%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 28, 2024
BUY
$49.7 - $56.11 $65,604 - $74,065
1,320 Added 16.3%
9,417 $517,000
Q4 2023

Feb 12, 2024
BUY
$45.1 - $50.32 $365,174 - $407,441
8,097 New
8,097 $404,000

Others Institutions Holding JEPQ

# of Institutions
629
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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