Orba Wealth Advisors, L.L.C. J P Morgan ETF Tr Nasdaq Equit Transaction History

Orba Wealth Advisors, L.L.C.

$198 Billion
Q3 2024

A detailed history of Orba Wealth Advisors, L.L.C. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 49,335 shares of JEPQ stock, worth $2.83 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

49,335

Previous 51,085 3.43%

Holding current value

$2.83 Million

Previous $2.84 Billion 4.42%

% of portfolio

1.37%

Previous 1.47%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	SELL	$49.7 - $56.11 $86,975 - $98,192	-1,750 Reduced 3.43%	49,335 $2.71 Billion
Q2 2024 Jul 16, 2024	BUY	$50.84 - $55.56 $252,979 - $276,466	4,976 Added 10.79%	51,085 $2.84 Billion
Q1 2024 Apr 30, 2024	BUY	$49.02 - $54.29 $55,882 - $61,890	1,140 Added 2.54%	46,109 $2.5 Billion
Q4 2023 Feb 12, 2024	BUY	$45.1 - $50.32 $2.03 Million - $2.26 Million	44,969 New	44,969 $2.25 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

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Orba Wealth Advisors, L.L.C. J P Morgan ETF Tr Nasdaq Equit Transaction History