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

Arete Wealth Advisors, LLC

  • $1.31 Billion
  • Q1 2025

A detailed history of Arete Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Arete Wealth Advisors, LLC holds 22,372 shares of JEPQ stock, worth $1.23 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
22,372
Previous 21,479 4.16%
Holding current value
$1.23 Million
Previous $1.21 Million 4.61%
% of portfolio
0.09%
Previous 0.09%

Shares

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

May 15, 2025
BUY
$51.45 - $58.51 $45,944 - $52,249
893 Added 4.16%
22,372 $1.16 Million
Q4 2024

Feb 12, 2025
SELL
$53.94 - $58.15 $20,173 - $21,748
-374 Reduced 1.71%
21,479 $1.21 Million
Q3 2024

Nov 14, 2024
SELL
$49.7 - $56.11 $18,041 - $20,367
-363 Reduced 1.63%
21,853 $1.2 Million
Q2 2024

Aug 13, 2024
SELL
$50.84 - $55.56 $93,393 - $102,063
-1,837 Reduced 7.64%
22,216 $1.23 Million
Q1 2024

May 15, 2024
BUY
$49.02 - $54.29 $51,716 - $57,275
1,055 Added 4.59%
24,053 $1.3 Million
Q4 2023

Feb 14, 2024
BUY
$45.1 - $50.32 $1.04 Million - $1.16 Million
22,998 New
22,998 $1.15 Million
Q2 2023

Aug 09, 2023
BUY
$44.13 - $48.37 $340,374 - $373,077
7,713 Added 44.67%
24,981 $1.21 Million
Q1 2023

May 01, 2023
BUY
$40.25 - $45.09 $129,403 - $144,964
3,215 Added 22.88%
17,268 $778,000
Q4 2022

Feb 06, 2023
BUY
$40.31 - $44.62 $131,168 - $145,193
3,254 Added 30.13%
14,053 $573,000
Q3 2022

Nov 07, 2022
BUY
$41.65 - $49.9 $449,778 - $538,870
10,799 New
10,799 $450,000

Others Institutions Holding JEPQ

# of Institutions
819
Shares Held
241M
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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