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

Sloy Dahl & Holst, LLC

$728 Million
Q4 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 35,048 shares of JEPQ stock, worth $2.02 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

35,048

Previous 29,993 16.85%

Holding current value

$2.02 Million

Previous $1.65 Million 19.98%

% of portfolio

0.27%

Previous 0.3%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$53.94 - $58.15 $272,666 - $293,948	5,055 Added 16.85%	35,048 $1.98 Million
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

767

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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