A detailed history of Strategic Financial Concepts, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 10,505 shares of JEPQ stock, worth $550,251. This represents 0.14% of its overall portfolio holdings.

Number of Shares
10,505
Holding current value
$550,251
% of portfolio
0.14%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024

BUY
$49.02 - $54.29 $514,955 - $570,316
10,505 New
10,505 $570 Million
Q3 2023

Nov 07, 2023

SELL
$46.47 - $49.43 $11,617 - $12,357
-250 Reduced 3.52%
6,850 $321 Million
Q2 2023

Sep 06, 2023

BUY
$44.13 - $48.37 $313,323 - $343,427
7,100 New
7,100 $343 Million

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 Strategic Financial Concepts, LLC Portfolio

Follow Strategic Financial Concepts, LLC 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 Strategic Financial Concepts, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Financial Concepts, LLC with notifications on news.