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

New Wave Wealth Advisors LLC

  • $235 Billion
  • Q2 2025

A detailed history of New Wave Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 134,890 shares of JEPQ stock, worth $7.73 Million. This represents 3.12% of its overall portfolio holdings.

Number of Shares
134,890
Previous 107,905 25.01%
Holding current value
$7.73 Million
Previous $5.59 Billion 31.33%
% of portfolio
3.12%
Previous 2.5%

Shares

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

Jul 18, 2025
BUY
$45.88 - $54.4 $1.24 Million - $1.47 Million
26,985 Added 25.01%
134,890 $7.34 Billion
Q1 2025

Apr 25, 2025
BUY
$51.45 - $58.51 $1.91 Million - $2.17 Million
37,071 Added 52.34%
107,905 $5.59 Billion
Q4 2024

Jan 23, 2025
BUY
$53.94 - $58.15 $1.12 Million - $1.21 Million
20,814 Added 41.61%
70,834 $3.99 Billion
Q3 2024

Oct 23, 2024
BUY
$49.7 - $56.11 $722,488 - $815,671
14,537 Added 40.97%
50,020 $2.75 Billion
Q2 2024

Aug 27, 2024
BUY
$50.84 - $55.56 $1.8 Million - $1.97 Million
35,483 New
35,483 $1.97 Billion

Others Institutions Holding JEPQ

# of Institutions
851
Shares Held
251M
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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