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

Steward Partners Investment Advisory, LLC

  • $10.6 Billion
  • Q3 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 454,497 shares of JEPQ stock, worth $25.4 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
454,497
Previous 428,080 6.17%
Holding current value
$25.4 Million
Previous $23.8 Million 5.08%
% of portfolio
0.23%
Previous 0.25%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
631
Shares Held
115M
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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