Heritage Wealth Advisors J P Morgan ETF Tr Nasdaq Equit Transaction History

Heritage Wealth Advisors

  • $2.06 Billion
  • Q3 2024

A detailed history of Heritage Wealth Advisors transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Heritage Wealth Advisors holds 570 shares of JEPQ stock, worth $32,472. This represents 0.0% of its overall portfolio holdings.

Number of Shares
570
Previous 400 42.5%
Holding current value
$32,472
Previous $22,000 40.91%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $8,449 - $9,538
170 Added 42.5%
570 $31,000
Q1 2024

May 08, 2024
BUY
$49.02 - $54.29 $19,608 - $21,716
400 New
400 $21,000

Others Institutions Holding JEPQ

# of Institutions
629
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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