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

Kingswood Wealth Advisors, LLC

  • $867 Billion
  • Q1 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 38,175 shares of JEPQ stock, worth $2.12 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
38,175
Previous 39,324 2.92%
Holding current value
$2.12 Million
Previous $1.96 Billion 5.46%
% of portfolio
0.24%
Previous 0.22%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
513
Shares Held
85.7M
Call Options Held
65.2K
Put Options Held
102K
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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