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

Navis Wealth Advisors, LLC

  • $116 Million
  • Q2 2025

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 7,423 shares of JEPQ stock, worth $428,010. This represents 0.35% of its overall portfolio holdings.

Number of Shares
7,423
Previous 16,507 55.03%
Holding current value
$428,010
Previous $854,000 52.81%
% of portfolio
0.35%
Previous 0.86%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$45.88 - $54.4 $416,773 - $494,169
-9,084 Reduced 55.03%
7,423 $403,000
Q1 2025

Apr 23, 2025
BUY
$51.45 - $58.51 $562,708 - $639,923
10,937 Added 196.36%
16,507 $854,000
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
855
Shares Held
250M
Call Options Held
1.34M
Put Options Held
666K
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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