New England Private Wealth Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

New England Private Wealth Advisors LLC

  • $627 Million
  • Q1 2025

A detailed history of New England Private Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 124,782 shares of JEPQ stock, worth $6.41 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares
124,782
Previous 117,626 6.08%
Holding current value
$6.41 Million
Previous $6.63 Million 2.56%
% of portfolio
1.03%
Previous 1.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025
BUY
$51.45 - $58.51 $368,176 - $418,697
7,156 Added 6.08%
124,782 $6.46 Million
Q4 2024

Feb 07, 2025
BUY
$53.94 - $58.15 $130,372 - $140,548
2,417 Added 2.1%
117,626 $6.63 Million
Q3 2024

Nov 07, 2024
SELL
$49.7 - $56.11 $30,814 - $34,788
-620 Reduced 0.54%
115,209 $6.33 Million
Q2 2024

Aug 07, 2024
BUY
$50.84 - $55.56 $174,838 - $191,070
3,439 Added 3.06%
115,829 $6.43 Million
Q1 2024

May 08, 2024
BUY
$49.02 - $54.29 $108,236 - $119,872
2,208 Added 2.0%
112,390 $6.1 Million
Q4 2023

Feb 02, 2024
BUY
$45.1 - $50.32 $509,494 - $568,465
11,297 Added 11.42%
110,182 $5.5 Million
Q3 2023

Nov 07, 2023
BUY
$46.47 - $49.43 $1.56 Million - $1.66 Million
33,582 Added 51.42%
98,885 $4.64 Million
Q2 2023

Aug 11, 2023
BUY
$44.13 - $48.37 $2.44 Million - $2.68 Million
55,315 Added 553.81%
65,303 $3.16 Million
Q1 2023

May 04, 2023
BUY
$40.25 - $45.09 $402,017 - $450,358
9,988 New
9,988 $450,000

Others Institutions Holding JEPQ

# of Institutions
800
Shares Held
143M
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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