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

Ivc Wealth Advisors LLC

  • $184 Million
  • Q1 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 100,786 shares of JEPQ stock, worth $5.22 Million. This represents 2.84% of its overall portfolio holdings.

Number of Shares
100,786
Previous 76,124 32.4%
Holding current value
$5.22 Million
Previous $4.29 Million 21.67%
% of portfolio
2.84%
Previous 2.42%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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
Track This Portfolio

Track Ivc Wealth Advisors LLC Portfolio

Follow Ivc Wealth Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ivc Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ivc Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email