Avantax Advisory Services, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Avantax Advisory Services, Inc.

  • $14.9 Billion
  • Q3 2024

A detailed history of Avantax Advisory Services, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 127,392 shares of JEPQ stock, worth $7.41 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
127,392
Previous 100,017 27.37%
Holding current value
$7.41 Million
Previous $5.55 Million 26.07%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Nov 13, 2024
BUY
$49.7 - $56.11 $1.36 Million - $1.54 Million
27,375 Added 27.37%
127,392 $7 Million
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $568,137 - $620,883
11,175 Added 12.58%
100,017 $5.55 Million
Q1 2024

May 08, 2024
BUY
$49.02 - $54.29 $3.72 Million - $4.11 Million
75,794 Added 580.89%
88,842 $4.82 Million
Q4 2023

Feb 07, 2024
BUY
$45.1 - $50.32 $588,464 - $656,575
13,048 New
13,048 $651,000
Q3 2022

Nov 01, 2022
BUY
$41.65 - $49.9 $346,444 - $415,068
8,318 New
8,318 $346,000

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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