Strategic Financial Concepts, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Strategic Financial Concepts, LLC

  • $314 Billion
  • Q3 2024

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 17,793 shares of JEPQ stock, worth $1.01 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
17,793
Previous 933,063 98.09%
Holding current value
$1.01 Million
Previous $65 Million 1404.3%
% of portfolio
0.31%
Previous 0.04%

Shares

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

Nov 12, 2024
SELL
$49.7 - $56.11 $45.5 Million - $51.4 Million
-915,270 Reduced 98.09%
17,793 $977 Million
Q2 2024

Aug 06, 2024
BUY
$50.84 - $55.56 $46.9 Million - $51.3 Million
922,558 Added 8782.08%
933,063 $65 Million
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

# of Institutions
629
Shares Held
118M
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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