Bridgewealth Advisory Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Bridgewealth Advisory Group, LLC

$76.1 Billion
Q1 2025

A detailed history of Bridgewealth Advisory Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Bridgewealth Advisory Group, LLC holds 7,397 shares of JEPQ stock, worth $390,191. This represents 0.5% of its overall portfolio holdings.

Number of Shares

7,397

Previous 31,635 76.62%

Holding current value

$390,191

Previous $1.84 Billion 79.16%

% of portfolio

0.5%

Previous 0.52%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$51.45 - $58.51 $1.25 Million - $1.42 Million	-24,238 Reduced 76.62%	7,397 $383 Million
Q4 2024 Feb 14, 2025	BUY	$53.94 - $58.15 $109,120 - $117,637	2,023 Added 6.83%	31,635 $1.84 Billion
Q3 2024 Nov 13, 2024	BUY	$49.7 - $56.11 $221,065 - $249,577	4,448 Added 17.68%	29,612 $1.63 Billion
Q2 2024 Aug 13, 2024	BUY	$50.84 - $55.56 $355,371 - $388,364	6,990 Added 38.46%	25,164 $1.4 Billion
Q1 2024 Apr 18, 2024	BUY	$49.02 - $54.29 $580,739 - $643,173	11,847 Added 187.25%	18,174 $986 Million
Q4 2023 Feb 05, 2024	BUY	$45.1 - $50.32 $285,347 - $318,374	6,327 New	6,327 $316 Million

Others Institutions Holding JEPQ

# of Institutions

822

Shares Held

156M

Call Options Held

679K

Put Options Held

672K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Bridgewealth Advisory Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History