Avidian Wealth Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 29,387 shares of JEPQ stock, worth $1.51 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
29,387
Previous 19,876 47.85%
Holding current value
$1.51 Million
Previous $1.12 Million 35.8%
% of portfolio
0.07%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$51.45 - $58.51 $489,340 - $556,488
9,511 Added 47.85%
29,387 $1.52 Million
Q4 2024

Jan 29, 2025
BUY
$53.94 - $58.15 $237,336 - $255,860
4,400 Added 28.43%
19,876 $1.12 Million
Q3 2024

Oct 30, 2024
BUY
$49.7 - $56.11 $372,899 - $420,993
7,503 Added 94.11%
15,476 $850,000
Q2 2024

Aug 06, 2024
BUY
$50.84 - $55.56 $405,347 - $442,979
7,973 New
7,973 $442,000
Q1 2023

May 08, 2023
BUY
$40.25 - $45.09 $263,999 - $295,745
6,559 New
6,559 $295,000

Others Institutions Holding JEPQ

# of Institutions
793
Shares Held
141M
Call Options Held
332K
Put Options Held
202K
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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