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

Lifeworks Advisors, LLC

  • $350 Million
  • Q1 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 6,351 shares of JEPQ stock, worth $352,162. This represents 0.1% of its overall portfolio holdings.

Number of Shares
6,351
Previous 6,285 1.05%
Holding current value
$352,162
Previous $313,000 9.9%
% of portfolio
0.1%
Previous 0.11%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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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