Heritage Oak Wealth Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Heritage Oak Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

A detailed history of Heritage Oak Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 50,020 shares of JEPQ stock, worth $2.83 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
50,020
Holding current value
$2.83 Million
% of portfolio
1.27%

Shares

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

Oct 23, 2024
BUY
$49.7 - $56.11 $2.49 Million - $2.81 Million
50,020 New
50,020 $2.75 Billion

Others Institutions Holding JEPQ

# of Institutions
627
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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