Atria Wealth Solutions, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 332,834 shares of JEPQ stock, worth $19.1 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

332,834

Previous 608,159 45.27%

Holding current value

$19.1 Million

Previous $31.5 Million 42.5%

% of portfolio

0.44%

Previous 0.4%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$45.88 - $54.4 $12.6 Million - $15 Million	-275,325 Reduced 45.27%	332,834 $18.1 Million
Q1 2025 May 09, 2025	BUY	$51.45 - $58.51 $6.59 Million - $7.5 Million	128,145 Added 26.7%	608,159 $31.5 Million
Q4 2024 Jan 31, 2025	BUY	$53.94 - $58.15 $3.15 Million - $3.4 Million	58,470 Added 13.87%	480,014 $27.1 Million
Q3 2024 Nov 08, 2024	BUY	$49.7 - $56.11 $3.38 Million - $3.82 Million	68,057 Added 19.25%	421,544 $23.2 Million
Q2 2024 Jul 22, 2024	BUY	$50.84 - $55.56 $1.43 Million - $1.56 Million	28,132 Added 8.65%	353,487 $19.6 Million
Q1 2024 May 13, 2024	BUY	$49.02 - $54.29 $3.28 Million - $3.64 Million	67,013 Added 25.94%	325,355 $17.6 Million
Q4 2023 Feb 02, 2024	BUY	$45.1 - $50.32 $2.21 Million - $2.47 Million	49,021 Added 23.42%	258,342 $12.9 Million
Q3 2023 Nov 08, 2023	BUY	$46.47 - $49.43 $4.8 Million - $5.11 Million	103,298 Added 97.43%	209,321 $9.82 Million
Q2 2023 Aug 03, 2023	BUY	$44.13 - $48.37 $3.11 Million - $3.41 Million	70,554 Added 198.92%	106,023 $5.13 Million
Q1 2023 Aug 22, 2023	SELL	$40.25 - $45.09 $1.39 Million - $1.56 Million	-34,565 Reduced 32.6%	71,458 $3.22 Million
Q1 2023 Jun 14, 2023	SELL	$40.25 - $45.09 $1.45 Million - $1.62 Million	-35,989 Reduced 50.36%	35,469 $1.6 Million
Q1 2023 May 10, 2023	BUY	$40.25 - $45.09 $1.45 Million - $1.62 Million	35,989 Added 101.47%	71,458 $3.22 Million
Q4 2022 Aug 30, 2023	SELL	$40.31 - $44.62 $2.84 Million - $3.15 Million	-70,554 Reduced 66.55%	35,469 $1.45 Million
Q4 2022 Feb 13, 2023	BUY	$40.31 - $44.62 $1.43 Million - $1.58 Million	35,469 New	35,469 $1.45 Million

Others Institutions Holding JEPQ

# of Institutions

852

Shares Held

251M

Call Options Held

1.34M

Put Options Held

666K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Atria Wealth Solutions, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History