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 $309,747. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,570
Previous 6,570 15.22%
Holding current value
$309,747
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
627
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
Track This Portfolio

Track Navis Wealth Advisors, LLC Portfolio

Follow Navis Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Navis Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Navis Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email