Canvas Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Canvas Wealth Advisors, LLC

  • $389 Million
  • Q4 2024

A detailed history of Canvas Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Canvas Wealth Advisors, LLC holds 3,736 shares of JEPQ stock, worth $214,707. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,736
Previous 3,660 2.08%
Holding current value
$214,707
Previous $201,000 4.48%
% of portfolio
0.05%
Previous 0.06%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $4,099 - $4,419
76 Added 2.08%
3,736 $210,000
Q3 2024

Oct 15, 2024
SELL
$49.7 - $56.11 $142,241 - $160,586
-2,862 Reduced 43.88%
3,660 $201,000
Q2 2024

Aug 01, 2024
BUY
$50.84 - $55.56 $71,277 - $77,895
1,402 Added 27.38%
6,522 $361,000
Q1 2024

Apr 23, 2024
BUY
$49.02 - $54.29 $250,982 - $277,964
5,120 New
5,120 $277,000

Others Institutions Holding JEPQ

# of Institutions
690
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
Track This Portfolio

Track Canvas Wealth Advisors, LLC Portfolio

Follow Canvas Wealth Advisors, LLC 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 Canvas Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Canvas Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email