Frg Family Wealth Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Frg Family Wealth Advisors LLC

  • $500 Million
  • Q1 2025

A detailed history of Frg Family Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Frg Family Wealth Advisors LLC holds 117,244 shares of JEPQ stock, worth $6.18 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares
117,244
Previous 96,472 21.53%
Holding current value
$6.18 Million
Previous $5.44 Million 11.6%
% of portfolio
1.21%
Previous 1.02%

Shares

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

May 15, 2025
BUY
$51.45 - $58.51 $1.07 Million - $1.22 Million
20,772 Added 21.53%
117,244 $6.07 Million
Q4 2024

Feb 13, 2025
BUY
$53.94 - $58.15 $546,897 - $589,582
10,139 Added 11.74%
96,472 $5.44 Million
Q3 2024

Nov 15, 2024
BUY
$49.7 - $56.11 $419,269 - $473,343
8,436 Added 10.83%
86,333 $4.74 Million
Q2 2024

Aug 07, 2024
BUY
$50.84 - $55.56 $2.28 Million - $2.49 Million
44,798 Added 135.35%
77,897 $4.32 Million
Q1 2024

May 15, 2024
BUY
$49.02 - $54.29 $436,081 - $482,963
8,896 Added 36.76%
33,099 $1.8 Million
Q4 2023

Jan 09, 2024
BUY
$45.1 - $50.32 $211,970 - $236,504
4,700 Added 24.1%
24,203 $1.21 Million
Q3 2023

Oct 11, 2023
BUY
$46.47 - $49.43 $624,696 - $664,487
13,443 Added 221.83%
19,503 $915,000
Q2 2023

Jul 13, 2023
BUY
$44.13 - $48.37 $267,427 - $293,122
6,060 New
6,060 $293,000

Others Institutions Holding JEPQ

# of Institutions
822
Shares Held
156M
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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