Walkner Condon Financial Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Walkner Condon Financial Advisors LLC

  • $466 Million
  • Q1 2024

A detailed history of Walkner Condon Financial Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 17,095 shares of JEPQ stock, worth $956,807. This represents 0.2% of its overall portfolio holdings.

Number of Shares
17,095
Previous 13,320 28.34%
Holding current value
$956,807
Previous $665,000 39.4%
% of portfolio
0.2%
Previous 0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $185,050 - $204,944
3,775 Added 28.34%
17,095 $927,000
Q4 2023

Jan 23, 2024
BUY
$45.1 - $50.32 $600,732 - $670,262
13,320 New
13,320 $665,000

Others Institutions Holding JEPQ

# of Institutions
518
Shares Held
86.3M
Call Options Held
65.2K
Put Options Held
102K
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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