Ergawealth Advisors, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Ergawealth Advisors, Inc.

  • $202 Billion
  • Q1 2025

A detailed history of Ergawealth Advisors, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ergawealth Advisors, Inc. holds 84,820 shares of JEPQ stock, worth $4.35 Million. This represents 2.18% of its overall portfolio holdings.

Number of Shares
84,820
Previous 72,647 16.76%
Holding current value
$4.35 Million
Previous $4.1 Billion 7.23%
% of portfolio
2.18%
Previous 2.02%

Shares

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

Apr 22, 2025
BUY
$51.45 - $58.51 $626,300 - $712,242
12,173 Added 16.76%
84,820 $4.39 Billion
Q4 2024

Feb 05, 2025
BUY
$53.94 - $58.15 $524,782 - $565,741
9,729 Added 15.46%
72,647 $4.1 Billion
Q3 2024

Oct 23, 2024
BUY
$49.7 - $56.11 $716,326 - $808,713
14,413 Added 29.71%
62,918 $3.46 Billion
Q2 2024

Jul 19, 2024
BUY
$50.84 - $55.56 $2.47 Million - $2.69 Million
48,505 New
48,505 $2.69 Billion

Others Institutions Holding JEPQ

# of Institutions
793
Shares Held
141M
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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