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

Navis Wealth Advisors, LLC

  • $90.8 Million
  • Q3 2024

A detailed history of Navis Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Navis Wealth Advisors, LLC holds 5,570 shares of JEPQ stock, worth $319,829. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,570
Previous 6,570 15.22%
Holding current value
$319,829
Previous $364,000 16.21%
% of portfolio
0.34%
Previous 0.42%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$49.7 - $56.11 $49,700 - $56,110
-1,000 Reduced 15.22%
5,570 $305,000
Q1 2024

Apr 29, 2024
BUY
$49.02 - $54.29 $322,061 - $356,685
6,570 New
6,570 $356,000

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

JEPQ Quotes by TradingView
  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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