Summit Trail Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Summit Trail Advisors, LLC

  • $3.97 Billion
  • Q3 2024

A detailed history of Summit Trail Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Summit Trail Advisors, LLC holds 4,546 shares of JEPQ stock, worth $257,167. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,546
Previous 4,086 11.26%
Holding current value
$257,167
Previous $226,000 10.18%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 12, 2024
BUY
$49.7 - $56.11 $22,862 - $25,810
460 Added 11.26%
4,546 $249,000
Q2 2024

Aug 13, 2024
BUY
$50.84 - $55.56 $207,732 - $227,018
4,086 New
4,086 $226,000

Others Institutions Holding JEPQ

# of Institutions
627
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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