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

New Wave Wealth Advisors LLC

  • $217 Billion
  • Q3 2024

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 50,020 shares of JEPQ stock, worth $2.87 Million. This represents 1.27% of its overall portfolio holdings.

Number of Shares
50,020
Previous 35,483 40.97%
Holding current value
$2.87 Million
Previous $1.97 Billion 39.52%
% of portfolio
1.27%
Previous 1.06%

Shares

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