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

Ivc Wealth Advisors LLC

  • $181 Million
  • Q3 2024

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 58,820 shares of JEPQ stock, worth $3.31 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
58,820
Previous 42,074 39.8%
Holding current value
$3.31 Million
Previous $2.34 Million 38.33%
% of portfolio
1.78%
Previous 1.31%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
628
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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