Steward Partners Investment Advisory, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Steward Partners Investment Advisory, LLC

$11 Billion
Q4 2024

A detailed history of Steward Partners Investment Advisory, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 492,684 shares of JEPQ stock, worth $28.8 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares

492,684

Previous 454,497 8.4%

Holding current value

$28.8 Million

Previous $25 Million 11.26%

% of portfolio

0.25%

Previous 0.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$53.94 - $58.15 $2.06 Million - $2.22 Million	38,187 Added 8.4%	492,684 $27.8 Million
Q3 2024 Nov 14, 2024	BUY	$49.7 - $56.11 $1.31 Million - $1.48 Million	26,417 Added 6.17%	454,497 $25 Million
Q2 2024 Aug 08, 2024	BUY	$50.84 - $55.56 $3.27 Million - $3.58 Million	64,400 Added 17.71%	428,080 $23.8 Million
Q1 2024 May 15, 2024	BUY	$49.02 - $54.29 $4.04 Million - $4.48 Million	82,517 Added 29.35%	363,680 $19.7 Million
Q4 2023 Feb 12, 2024	BUY	$45.1 - $50.32 $3.04 Million - $3.39 Million	67,322 Added 31.48%	281,163 $14 Million
Q3 2023 Nov 13, 2023	BUY	$46.47 - $49.43 $1.54 Million - $1.64 Million	33,084 Added 18.3%	213,841 $10 Million
Q2 2023 Aug 14, 2023	BUY	$44.13 - $48.37 $612,745 - $671,617	13,885 Added 8.32%	180,757 $8.74 Million
Q1 2023 May 15, 2023	BUY	$40.25 - $45.09 $3.96 Million - $4.44 Million	98,392 Added 143.68%	166,872 $7.52 Million
Q4 2022 Feb 15, 2023	BUY	$40.31 - $44.62 $2.76 Million - $3.06 Million	68,480 New	68,480 $2.79 Million

Others Institutions Holding JEPQ

# of Institutions

764

Shares Held

136M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Steward Partners Investment Advisory, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History