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

Orba Wealth Advisors, L.L.C.

  • $191 Billion
  • Q4 2024

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 51,640 shares of JEPQ stock, worth $2.97 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
51,640
Previous 49,335 4.67%
Holding current value
$2.97 Million
Previous $2.71 Billion 7.43%
% of portfolio
1.52%
Previous 1.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
767
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
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 Orba Wealth Advisors, L.L.C. Portfolio

Follow Orba Wealth Advisors, L.L.C. 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 Orba Wealth Advisors, L.L.C., based on Form 13F filings with the SEC.

News

Stay updated on Orba Wealth Advisors, L.L.C. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email