Ulland Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Ulland Investment Advisors, LLC

  • $120 Million
  • Q1 2025

A detailed history of Ulland Investment Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ulland Investment Advisors, LLC holds 76,283 shares of JEPQ stock, worth $4.14 Million. This represents 3.3% of its overall portfolio holdings.

Number of Shares
76,283
Previous 1,206 6225.29%
Holding current value
$4.14 Million
Previous $68,000 5708.82%
% of portfolio
3.3%
Previous 0.04%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 15, 2025
BUY
$51.45 - $58.51 $3.86 Million - $4.39 Million
75,077 Added 6225.29%
76,283 $3.95 Million
Q4 2024

Jan 16, 2025
BUY
$53.94 - $58.15 $65,051 - $70,128
1,206 New
1,206 $68,000

Others Institutions Holding JEPQ

# of Institutions
822
Shares Held
156M
Call Options Held
679K
Put Options Held
672K
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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