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

Lifeworks Advisors, LLC

  • $539 Million
  • Q4 2024

A detailed history of Lifeworks Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Lifeworks Advisors, LLC holds 8,228 shares of JEPQ stock, worth $473,685. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,228
Previous 7,985 3.04%
Holding current value
$473,685
Previous $438,000 5.71%
% of portfolio
0.09%
Previous 0.09%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$53.94 - $58.15 $13,107 - $14,130
243 Added 3.04%
8,228 $463,000
Q3 2024

Nov 06, 2024
BUY
$49.7 - $56.11 $84,490 - $95,387
1,700 Added 27.05%
7,985 $438,000
Q2 2024

Aug 13, 2024
SELL
$50.84 - $55.56 $3,355 - $3,666
-66 Reduced 1.04%
6,285 $348,000
Q1 2024

May 10, 2024
BUY
$49.02 - $54.29 $3,235 - $3,583
66 Added 1.05%
6,351 $344,000
Q3 2023

Nov 01, 2023
BUY
$46.47 - $49.43 $292,063 - $310,667
6,285 New
6,285 $294,000

Others Institutions Holding JEPQ

# of Institutions
767
Shares Held
137M
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
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