A detailed history of Aurora Private Wealth, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Aurora Private Wealth, Inc. holds 3,900 shares of JEPQ stock, worth $220,623. This represents 0.17% of its overall portfolio holdings.

Number of Shares
3,900
Previous 5,256 25.8%
Holding current value
$220,623
Previous $292,000 26.71%
% of portfolio
0.17%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 18, 2024

SELL
$49.7 - $56.11 $67,393 - $76,085
-1,356 Reduced 25.8%
3,900 $214,000
Q2 2024

Jul 17, 2024

BUY
$50.84 - $55.56 $9,608 - $10,500
189 Added 3.73%
5,256 $292,000
Q1 2024

Apr 22, 2024

BUY
$49.02 - $54.29 $5,294 - $5,863
108 Added 2.18%
5,067 $273,000
Q4 2023

Jan 30, 2024

BUY
$45.1 - $50.32 $223,650 - $249,536
4,959 New
4,959 $248,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
Track This Portfolio

Track Aurora Private Wealth, Inc. Portfolio

Follow Aurora Private Wealth, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Aurora Private Wealth, Inc. with notifications on news.