A detailed history of Fsc Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 4,810 shares of JEPQ stock, worth $261,375. This represents 0.2% of its overall portfolio holdings.

Number of Shares
4,810
Previous 4,676 2.87%
Holding current value
$261,375
Previous $253,000 5.14%
% of portfolio
0.2%
Previous 0.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024

BUY
$50.84 - $55.56 $6,812 - $7,445
134 Added 2.87%
4,810 $266,000
Q1 2024

Apr 16, 2024

BUY
$49.02 - $54.29 $87,451 - $96,853
1,784 Added 61.69%
4,676 $253,000
Q4 2023

Jan 16, 2024

BUY
$45.1 - $50.32 $46,588 - $51,980
1,033 Added 55.57%
2,892 $144,000
Q3 2023

Oct 23, 2023

BUY
$46.47 - $49.43 $5,483 - $5,832
118 Added 6.78%
1,859 $87,000
Q2 2023

Jul 18, 2023

BUY
$44.13 - $48.37 $19,946 - $21,863
452 Added 35.07%
1,741 $84,000
Q1 2023

Apr 18, 2023

BUY
$40.25 - $45.09 $51,882 - $58,121
1,289 New
1,289 $58,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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