Teamwork Financial Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Teamwork Financial Advisors, LLC

$731 Million
Q4 2024

A detailed history of Teamwork Financial Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Teamwork Financial Advisors, LLC holds 73,438 shares of JEPQ stock, worth $4.21 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

73,438

Previous 65,062 12.87%

Holding current value

$4.21 Million

Previous $3.57 Million 15.87%

% of portfolio

0.57%

Previous 0.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$53.94 - $58.15 $451,801 - $487,064	8,376 Added 12.87%	73,438 $4.14 Million
Q3 2024 Oct 16, 2024	SELL	$49.7 - $56.11 $1.96 Million - $2.21 Million	-39,442 Reduced 37.74%	65,062 $3.57 Million
Q2 2024 Aug 06, 2024	SELL	$50.84 - $55.56 $8.2 Million - $8.97 Million	-161,373 Reduced 60.69%	104,504 $5.8 Million
Q1 2024 Apr 19, 2024	BUY	$49.02 - $54.29 $2.65 Million - $2.93 Million	53,968 Added 25.47%	265,877 $14.4 Million
Q4 2023 Jan 19, 2024	BUY	$45.1 - $50.32 $790,242 - $881,707	17,522 Added 9.01%	211,909 $10.6 Million
Q3 2023 Oct 31, 2023	BUY	$46.47 - $49.43 $6.47 Million - $6.88 Million	139,209 Added 252.29%	194,387 $9.12 Million
Q2 2023 Jul 17, 2023	BUY	$44.13 - $48.37 $2.44 Million - $2.67 Million	55,178 New	55,178 $2.67 Million

Others Institutions Holding JEPQ

# of Institutions

653

Shares Held

117M

Call Options Held

292K

Put Options Held

264K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Teamwork Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Teamwork Financial Advisors, LLC with notifications on news.

Account

Teamwork Financial Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History