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

Ep Wealth Advisors, LLC

  • $11.3 Billion
  • Q3 2024

A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 22,388 shares of JEPQ stock, worth $1.3 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,388
Previous 10,008 123.7%
Holding current value
$1.3 Million
Previous $555,000 121.44%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $615,286 - $694,641
12,380 Added 123.7%
22,388 $1.23 Million
Q2 2024

Aug 19, 2024
BUY
$50.84 - $55.56 $188,108 - $205,572
3,700 Added 58.66%
10,008 $555,000
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $309,218 - $342,461
6,308 New
6,308 $342,000

Others Institutions Holding JEPQ

# of Institutions
630
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 Ep Wealth Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email