Prevail Innovative Wealth Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Prevail Innovative Wealth Advisors, LLC

  • $515 Billion
  • Q3 2025

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 5,412 shares of JEPQ stock, worth $312,921. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,412
Previous 68,783 92.13%
Holding current value
$312,921
Previous $3.74 Billion 91.68%
% of portfolio
0.06%
Previous 0.84%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
SELL
$53.81 - $57.52 $3.41 Million - $3.65 Million
-63,371 Reduced 92.13%
5,412 $311 Million
Q2 2025

Aug 14, 2025
SELL
$45.88 - $54.4 $1.24 Million - $1.47 Million
-27,075 Reduced 28.24%
68,783 $3.74 Billion
Q1 2025

May 02, 2025
SELL
$51.45 - $58.51 $1.78 Million - $2.02 Million
-34,510 Reduced 26.47%
95,858 $4.96 Billion
Q4 2024

Feb 12, 2025
BUY
$53.94 - $58.15 $724,198 - $780,721
13,426 Added 11.48%
130,368 $7.35 Billion
Q3 2024

Nov 13, 2024
BUY
$49.7 - $56.11 $572,245 - $646,050
11,514 Added 10.92%
116,942 $6.42 Billion
Q2 2024

Aug 08, 2024
BUY
$50.84 - $55.56 $444,697 - $485,983
8,747 Added 9.05%
105,428 $5.85 Billion
Q1 2024

May 09, 2024
BUY
$49.02 - $54.29 $4.74 Million - $5.25 Million
96,681 New
96,681 $5.24 Billion

Others Institutions Holding JEPQ

# of Institutions
908
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
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 Prevail Innovative Wealth Advisors, LLC Portfolio

Follow Prevail Innovative 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 Prevail Innovative Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Prevail Innovative Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email