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

Kingswood Wealth Advisors, LLC

$1.4 Trillion
Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 62,446 shares of JEPQ stock, worth $3.61 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

62,446

Previous 45,979 35.81%

Holding current value

$3.61 Million

Previous $2.55 Billion 34.41%

% of portfolio

0.24%

Previous 0.23%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 21, 2024	BUY	$49.7 - $56.11 $818,409 - $923,963	16,467 Added 35.81%	62,446 $3.43 Billion
Q2 2024 Jul 09, 2024	BUY	$50.84 - $55.56 $396,755 - $433,590	7,804 Added 20.44%	45,979 $2.55 Billion
Q1 2024 Apr 15, 2024	SELL	$49.02 - $54.29 $56,323 - $62,379	-1,149 Reduced 2.92%	38,175 $2.07 Billion
Q4 2023 Jan 16, 2024	BUY	$45.1 - $50.32 $714,113 - $796,766	15,834 Added 67.41%	39,324 $1.96 Billion
Q3 2023 Oct 23, 2023	BUY	$46.47 - $49.43 $624,092 - $663,844	13,430 Added 133.5%	23,490 $1.53 Billion
Q2 2023 Aug 09, 2023	BUY	$44.13 - $48.37 $443,947 - $486,602	10,060 New	10,060 $487 Million

Others Institutions Holding JEPQ

# of Institutions

630

Shares Held

118M

Call Options Held

292K

Put Options Held

264K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

More about JEPQ

Track This Portfolio

Portfolio Update

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

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

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