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

Clarity Wealth Advisors, LLC

  • $296 Million
  • Q1 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 30,598 shares of JEPQ stock, worth $1.7 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares
30,598
Previous 27,239 12.33%
Holding current value
$1.7 Million
Previous $1.36 Million 21.99%
% of portfolio
0.56%
Previous 0.51%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 17, 2024
BUY
$49.02 - $54.29 $164,658 - $182,360
3,359 Added 12.33%
30,598 $1.66 Million
Q4 2023

Jan 10, 2024
BUY
$45.1 - $50.32 $246,200 - $274,696
5,459 Added 25.06%
27,239 $1.36 Million
Q3 2023

Nov 06, 2023
BUY
$46.47 - $49.43 $464 - $494
10 Added 0.05%
21,780 $1.02 Million
Q2 2023

Jul 28, 2023
BUY
$44.13 - $48.37 $441,300 - $483,700
10,000 Added 84.96%
21,770 $1.05 Million
Q1 2023

May 10, 2023
BUY
$40.25 - $45.09 $473,742 - $530,709
11,770 New
11,770 $530,000

Others Institutions Holding JEPQ

# of Institutions
511
Shares Held
85.6M
Call Options Held
65.2K
Put Options Held
102K
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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