Ep Wealth Advisors, LLC J P Morgan ETF Tr U S Quality Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan ETF Tr U S Quality stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 140,884 shares of JQUA stock, worth $8.48 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
140,884
Previous 137,365 2.56%
Holding current value
$8.48 Million
Previous $7.87 Million 1.14%
% of portfolio
0.07%
Previous 0.07%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$55.41 - $60.74 $194,987 - $213,744
3,519 Added 2.56%
140,884 $7.96 Million
Q4 2024

Feb 13, 2025
SELL
$55.86 - $60.21 $187,577 - $202,185
-3,358 Reduced 2.39%
137,365 $7.87 Million
Q3 2024

Nov 14, 2024
BUY
$51.29 - $56.57 $7.11 Million - $7.84 Million
138,670 Added 6754.51%
140,723 $7.96 Million
Q2 2024

Aug 19, 2024
BUY
$49.78 - $53.44 $102,198 - $109,712
2,053 New
2,053 $108,000

Others Institutions Holding JQUA

# of Institutions
402
Shares Held
74.7M
Call Options Held
0
Put Options Held
0
View Full List

About J P MORGAN ETF TR U S QUALITY

JQUA Quotes by TradingView
  • Ticker JQUA
  • Sector ETFs
  • Industry ETFs
More about JQUA
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