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

Prevail Innovative Wealth Advisors, LLC

  • $375 Billion
  • Q1 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 95,858 shares of JEPQ stock, worth $5.3 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
95,858
Previous 130,368 26.47%
Holding current value
$5.3 Million
Previous $7.35 Billion 32.47%
% of portfolio
1.32%
Previous 2.13%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
831
Shares Held
241M
Call Options Held
679K
Put Options Held
672K
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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