Evolution Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Evolution Wealth Advisors, LLC

  • $582 Million
  • Q1 2025

A detailed history of Evolution Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Evolution Wealth Advisors, LLC holds 42,809 shares of JEPQ stock, worth $2.36 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
42,809
Previous 32,350 32.33%
Holding current value
$2.36 Million
Previous $1.82 Million 21.56%
% of portfolio
0.38%
Previous 0.31%

Shares

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

May 09, 2025
BUY
$51.45 - $58.51 $538,115 - $611,956
10,459 Added 32.33%
42,809 $2.22 Million
Q4 2024

Jan 17, 2025
BUY
$53.94 - $58.15 $1.74 Million - $1.88 Million
32,350 New
32,350 $1.82 Million

Others Institutions Holding JEPQ

# of Institutions
826
Shares Held
240M
Call Options Held
679K
Put Options Held
672K
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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