Orba Wealth Advisors, L.L.C. J P Morgan ETF Tr Nasdaq Equit Transaction History

Orba Wealth Advisors, L.L.C.

$110 Billion
Q2 2025

A detailed history of Orba Wealth Advisors, L.L.C. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 30,942 shares of JEPQ stock, worth $1.71 Million. This represents 1.53% of its overall portfolio holdings.

Number of Shares

30,942

Previous 57,399 46.09%

Holding current value

$1.71 Million

Previous $2.97 Billion 43.37%

% of portfolio

1.53%

Previous 1.5%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$45.88 - $54.4 $1.21 Million - $1.44 Million	-26,457 Reduced 46.09%	30,942 $1.68 Billion
Q1 2025 Apr 17, 2025	BUY	$51.45 - $58.51 $296,300 - $336,959	5,759 Added 11.15%	57,399 $2.97 Billion
Q4 2024 Feb 04, 2025	BUY	$53.94 - $58.15 $124,331 - $134,035	2,305 Added 4.67%	51,640 $2.91 Billion
Q3 2024 Oct 09, 2024	SELL	$49.7 - $56.11 $86,975 - $98,192	-1,750 Reduced 3.43%	49,335 $2.71 Billion
Q2 2024 Jul 16, 2024	BUY	$50.84 - $55.56 $252,979 - $276,466	4,976 Added 10.79%	51,085 $2.84 Billion
Q1 2024 Apr 30, 2024	BUY	$49.02 - $54.29 $55,882 - $61,890	1,140 Added 2.54%	46,109 $2.5 Billion
Q4 2023 Feb 12, 2024	BUY	$45.1 - $50.32 $2.03 Million - $2.26 Million	44,969 New	44,969 $2.25 Billion

Others Institutions Holding JEPQ

# of Institutions

834

Shares Held

243M

Call Options Held

679K

Put Options Held

672K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Orba Wealth Advisors, L.L.C. J P Morgan ETF Tr Nasdaq Equit Transaction History