Kingswood Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Kingswood Wealth Advisors, LLC

  • $2.62 Trillion
  • Q1 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 92,457 shares of JEPQ stock, worth $4.88 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
92,457
Previous 74,987 23.3%
Holding current value
$4.88 Million
Previous $4.23 Billion 13.22%
% of portfolio
0.18%
Previous 0.32%

Shares

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

Apr 21, 2025
BUY
$51.45 - $58.51 $898,831 - $1.02 Million
17,470 Added 23.3%
92,457 $4.79 Billion
Q4 2024

Jan 22, 2025
BUY
$53.94 - $58.15 $676,461 - $729,259
12,541 Added 20.08%
74,987 $4.23 Billion
Q3 2024

Oct 21, 2024
BUY
$49.7 - $56.11 $818,409 - $923,963
16,467 Added 35.81%
62,446 $3.43 Billion
Q2 2024

Jul 09, 2024
BUY
$50.84 - $55.56 $396,755 - $433,590
7,804 Added 20.44%
45,979 $2.55 Billion
Q1 2024

Apr 15, 2024
SELL
$49.02 - $54.29 $56,323 - $62,379
-1,149 Reduced 2.92%
38,175 $2.07 Billion
Q4 2023

Jan 16, 2024
BUY
$45.1 - $50.32 $714,113 - $796,766
15,834 Added 67.41%
39,324 $1.96 Billion
Q3 2023

Oct 23, 2023
BUY
$46.47 - $49.43 $624,092 - $663,844
13,430 Added 133.5%
23,490 $1.53 Billion
Q2 2023

Aug 09, 2023
BUY
$44.13 - $48.37 $443,947 - $486,602
10,060 New
10,060 $487 Million

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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