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

Evergreen Wealth Solutions, LLC

  • $135 Million
  • Q1 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 233,777 shares of JEPQ stock, worth $13 Million. This represents 9.4% of its overall portfolio holdings.

Number of Shares
233,777
Previous 223,253 4.71%
Holding current value
$13 Million
Previous $11.1 Million 13.75%
% of portfolio
9.4%
Previous 9.53%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
511
Shares Held
85.6M
Call Options Held
65.2K
Put Options Held
102K
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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