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

Ivc Wealth Advisors LLC

$203 Million
Q2 2025

A detailed history of Ivc Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 118,255 shares of JEPQ stock, worth $6.51 Million. This represents 3.17% of its overall portfolio holdings.

Number of Shares

118,255

Previous 100,786 17.33%

Holding current value

$6.51 Million

Previous $5.22 Million 23.21%

% of portfolio

3.17%

Previous 2.84%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$45.88 - $54.4 $801,477 - $950,313	17,469 Added 17.33%	118,255 $6.43 Million
Q1 2025 Apr 08, 2025	BUY	$51.45 - $58.51 $1.27 Million - $1.44 Million	24,662 Added 32.4%	100,786 $5.22 Million
Q4 2024 Jan 17, 2025	BUY	$53.94 - $58.15 $933,377 - $1.01 Million	17,304 Added 29.42%	76,124 $4.29 Million
Q3 2024 Oct 24, 2024	BUY	$49.7 - $56.11 $832,276 - $939,618	16,746 Added 39.8%	58,820 $3.23 Million
Q2 2024 Jul 16, 2024	BUY	$50.84 - $55.56 $1.17 Million - $1.28 Million	23,084 Added 121.56%	42,074 $2.34 Million
Q1 2024 Apr 19, 2024	BUY	$49.02 - $54.29 $930,889 - $1.03 Million	18,990 New	18,990 $1.03 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

Ticker JEPQ
Sector ETFs
Industry ETFs

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