Sloy Dahl & Holst, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sloy Dahl & Holst, LLC

  • $551 Million
  • Q3 2024

A detailed history of Sloy Dahl & Holst, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sloy Dahl & Holst, LLC holds 29,993 shares of JEPQ stock, worth $1.72 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
29,993
Previous 22,950 30.69%
Holding current value
$1.72 Million
Previous $1.27 Million 29.38%
% of portfolio
0.3%
Previous 0.27%

Shares

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

Oct 17, 2024
BUY
$49.7 - $56.11 $350,037 - $395,182
7,043 Added 30.69%
29,993 $1.65 Million
Q2 2024

Jul 22, 2024
BUY
$50.84 - $55.56 $84,902 - $92,785
1,670 Added 7.85%
22,950 $1.27 Million
Q1 2024

Apr 18, 2024
BUY
$49.02 - $54.29 $262,011 - $290,180
5,345 Added 33.54%
21,280 $1.15 Million
Q4 2023

Jan 30, 2024
BUY
$45.1 - $50.32 $175,664 - $195,996
3,895 Added 32.35%
15,935 $795,000
Q3 2023

Nov 02, 2023
BUY
$46.47 - $49.43 $559,498 - $595,137
12,040 New
12,040 $565,000

Others Institutions Holding JEPQ

# of Institutions
630
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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