Valmark Advisers, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Valmark Advisers, Inc.

  • $6.34 Billion
  • Q3 2024

A detailed history of Valmark Advisers, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Valmark Advisers, Inc. holds 16,425 shares of JEPQ stock, worth $953,799. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,425
Previous 13,778 19.21%
Holding current value
$953,799
Previous $764,000 18.06%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 25, 2024
BUY
$49.7 - $56.11 $131,555 - $148,523
2,647 Added 19.21%
16,425 $902,000
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $172,500 - $188,515
3,393 Added 32.67%
13,778 $764,000
Q1 2024

May 03, 2024
BUY
$49.02 - $54.29 $291,669 - $323,025
5,950 Added 134.16%
10,385 $563,000
Q4 2023

Feb 02, 2024
BUY
$45.1 - $50.32 $200,018 - $223,169
4,435 New
4,435 $221,000

Others Institutions Holding JEPQ

# of Institutions
656
Shares Held
116M
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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