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 $193,562. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,736
Previous 3,660 2.08%
Holding current value
$193,562
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
775
Shares Held
137M
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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