4 Wealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

4 Wealth Advisors, Inc.

  • $91.8 Billion
  • Q1 2025

A detailed history of 4 Wealth Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, 4 Wealth Advisors, Inc. holds 47,463 shares of JEPQ stock, worth $2.5 Million. This represents 2.68% of its overall portfolio holdings.

Number of Shares
47,463
Previous 43,966 7.95%
Holding current value
$2.5 Million
Previous $2.48 Billion 0.85%
% of portfolio
2.68%
Previous 2.48%

Shares

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

May 05, 2025
BUY
$51.45 - $58.51 $179,920 - $204,609
3,497 Added 7.95%
47,463 $2.46 Billion
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $2.37 Million - $2.56 Million
43,966 New
43,966 $2.48 Billion

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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