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 $3.88 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares

73,438

Previous 65,062 12.87%

Holding current value

$3.88 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

774

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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