Ep Wealth Advisors, LLC J P MORGAN EXCHANGE TRADED F Transaction History

Ep Wealth Advisors, LLC

  • $14.6 Billion
  • Q2 2025
Number of Shares
266,793
Previous 315,156 15.35%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
N/A
-48,363 Reduced 15.35%
266,793 $0
Q1 2025

May 15, 2025
BUY
N/A
13,056 Added 4.32%
315,156 $0
Q4 2024

Feb 13, 2025
BUY
N/A
20,404 Added 7.24%
302,100 $0
Q3 2024

Nov 14, 2024
BUY
N/A
16,389 Added 6.18%
281,696 $0
Q2 2024

Aug 19, 2024
BUY
N/A
6,872 Added 2.66%
265,307 $0
Q1 2024

May 14, 2024
BUY
N/A
11,926 Added 4.84%
258,435 $0
Q4 2023

Feb 28, 2024
SELL
N/A
-44,676 Reduced 15.34%
246,509 $0
Q3 2023

Nov 22, 2023
BUY
N/A
291,185 New
291,185 $0
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