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 $19.2 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares

332,834

Previous 608,159 45.27%

Holding current value

$19.2 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

908

Shares Held

178M

Call Options Held

2.02M

Put Options Held

842K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

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