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 $943,123. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,425
Previous 13,778 19.21%
Holding current value
$943,123
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
630
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
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email