Avaii Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Avaii Wealth Management, LLC

  • $178 Million
  • Q3 2024

A detailed history of Avaii Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 15,508 shares of JEPQ stock, worth $895,431. This represents 0.48% of its overall portfolio holdings.

Number of Shares
15,508
Holding current value
$895,431
% of portfolio
0.48%

Shares

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

Oct 16, 2024
BUY
$49.7 - $56.11 $770,747 - $870,153
15,508 New
15,508 $851,000
Q1 2023

Apr 10, 2023
SELL
$40.25 - $45.09 $16,864 - $18,892
-419 Reduced 4.83%
8,259 $372,000
Q4 2022

Jan 25, 2023
BUY
$40.31 - $44.62 $349,810 - $387,212
8,678 New
8,678 $0

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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