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

Atria Wealth Solutions, Inc.

  • $8.79 Billion
  • Q2 2024

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 353,487 shares of JEPQ stock, worth $19.4 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
353,487
Previous 325,355 8.65%
Holding current value
$19.4 Million
Previous $17.6 Million 11.17%
% of portfolio
0.22%
Previous 0.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
591
Shares Held
106M
Call Options Held
93.9K
Put Options Held
84.7K
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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