Evergreen Wealth Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Evergreen Wealth Solutions, LLC

$143 Million
Q4 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 251,112 shares of JEPQ stock, worth $13.3 Million. This represents 9.93% of its overall portfolio holdings.

Number of Shares

251,112

Previous 247,576 1.43%

Holding current value

$13.3 Million

Previous $13.6 Million 4.1%

% of portfolio

9.93%

Previous 9.28%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$53.94 - $58.15 $190,731 - $205,618	3,536 Added 1.43%	251,112 $14.2 Million
Q3 2024 Nov 14, 2024	BUY	$49.7 - $56.11 $316,191 - $356,971	6,362 Added 2.64%	247,576 $13.6 Million
Q2 2024 Aug 14, 2024	BUY	$50.84 - $55.56 $378,097 - $413,199	7,437 Added 3.18%	241,214 $13.4 Million
Q1 2024 May 15, 2024	BUY	$49.02 - $54.29 $515,886 - $571,347	10,524 Added 4.71%	233,777 $12.7 Million
Q4 2023 Feb 07, 2024	BUY	$45.1 - $50.32 $575,070 - $641,630	12,751 Added 6.06%	223,253 $11.1 Million
Q3 2023 Nov 13, 2023	BUY	$46.47 - $49.43 $255,073 - $271,321	5,489 Added 2.68%	210,502 $9.88 Million
Q2 2023 Aug 11, 2023	BUY	$44.13 - $48.37 $9.05 Million - $9.92 Million	205,013 New	205,013 $9.92 Million

Others Institutions Holding JEPQ

# of Institutions

774

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
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Evergreen Wealth Solutions, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History