A detailed history of Sovereign Financial Group, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sovereign Financial Group, Inc. holds 4,052 shares of JEPQ stock, worth $235,623. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,052
Previous 4,203 3.59%
Holding current value
$235,623
Previous $233,000 4.72%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Oct 08, 2024

SELL
$49.7 - $56.11 $7,504 - $8,472
-151 Reduced 3.59%
4,052 $222,000
Q2 2024

Jul 15, 2024

BUY
$50.84 - $55.56 $213,680 - $233,518
4,203 New
4,203 $233,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Sovereign Financial Group, Inc. Portfolio

Follow Sovereign Financial Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sovereign Financial Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Sovereign Financial Group, Inc. with notifications on news.