Zimmermann Investment Management & Planning LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Zimmermann Investment Management & Planning LLC

  • $287 Million
  • Q3 2024

A detailed history of Zimmermann Investment Management & Planning LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Zimmermann Investment Management & Planning LLC holds 23,057 shares of JEPQ stock, worth $1.33 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
23,057
Previous 13,140 75.47%
Holding current value
$1.33 Million
Previous $729,000 73.66%
% of portfolio
0.44%
Previous 0.26%

Shares

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

Oct 24, 2024
BUY
$49.7 - $56.11 $492,874 - $556,442
9,917 Added 75.47%
23,057 $1.27 Million
Q2 2024

Jul 26, 2024
BUY
$50.84 - $55.56 $161,772 - $176,791
3,182 Added 31.95%
13,140 $729,000
Q1 2024

Apr 22, 2024
BUY
$49.02 - $54.29 $93,971 - $104,073
1,917 Added 23.84%
9,958 $540,000
Q4 2023

Jan 22, 2024
SELL
$45.1 - $50.32 $17,453 - $19,473
-387 Reduced 4.59%
8,041 $401,000
Q3 2023

Oct 31, 2023
BUY
$46.47 - $49.43 $29,461 - $31,338
634 Added 8.13%
8,428 $395,000
Q2 2023

Jul 13, 2023
BUY
$44.13 - $48.37 $11,915 - $13,059
270 Added 3.59%
7,794 $376,000
Q1 2023

Apr 25, 2023
BUY
$40.25 - $45.09 $9,901 - $11,092
246 Added 3.38%
7,524 $339,000
Q4 2022

Jan 20, 2023
BUY
$40.31 - $44.62 $60,787 - $67,286
1,508 Added 26.14%
7,278 $0
Q3 2022

Nov 01, 2022
BUY
$41.65 - $49.9 $240,320 - $287,923
5,770 New
5,770 $240,000

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
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