High Net Worth Advisory Group LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

High Net Worth Advisory Group LLC

  • $340 Million
  • Q1 2025

A detailed history of High Net Worth Advisory Group LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 86,911 shares of JEPQ stock, worth $4.5 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
86,911
Previous 91,786 5.31%
Holding current value
$4.5 Million
Previous $5.17 Million 12.99%
% of portfolio
1.33%
Previous 1.5%

Shares

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

Apr 09, 2025
SELL
$51.45 - $58.51 $250,818 - $285,236
-4,875 Reduced 5.31%
86,911 $4.5 Million
Q4 2024

Jan 21, 2025
SELL
$53.94 - $58.15 $100,921 - $108,798
-1,871 Reduced 2.0%
91,786 $5.17 Million
Q3 2024

Oct 11, 2024
BUY
$49.7 - $56.11 $166,892 - $188,417
3,358 Added 3.72%
93,657 $5.14 Million
Q2 2024

Jul 17, 2024
BUY
$50.84 - $55.56 $343,881 - $375,807
6,764 Added 8.1%
90,299 $5.01 Million
Q1 2024

Apr 11, 2024
BUY
$49.02 - $54.29 $963,488 - $1.07 Million
19,655 Added 30.77%
83,535 $4.53 Million
Q4 2023

Jan 08, 2024
BUY
$45.1 - $50.32 $1,758 - $1,962
39 Added 0.06%
63,880 $3.19 Million
Q3 2023

Oct 05, 2023
BUY
$46.47 - $49.43 $351,406 - $373,789
7,562 Added 13.44%
63,841 $3 Million
Q2 2023

Jul 07, 2023
BUY
$44.13 - $48.37 $254,939 - $279,433
5,777 Added 11.44%
56,279 $2.72 Million
Q1 2023

Apr 20, 2023
BUY
$40.25 - $45.09 $276,477 - $309,723
6,869 Added 15.74%
50,502 $2.28 Million
Q4 2022

Feb 14, 2023
BUY
$40.31 - $44.62 $1.13 Million - $1.25 Million
28,027 Added 179.59%
43,633 $1.78 Million
Q3 2022

Oct 24, 2022
BUY
$41.65 - $49.9 $302,379 - $362,274
7,260 Added 86.99%
15,606 $650,000
Q2 2022

Aug 10, 2022
BUY
$44.06 - $51.1 $367,724 - $426,480
8,346 New
8,346 $382,000

Others Institutions Holding JEPQ

# of Institutions
775
Shares Held
139M
Call Options Held
332K
Put Options Held
202K
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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