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

True Wealth Advisors, LLC

$262 Million
Q4 2024

A detailed history of True Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, True Wealth Advisors, LLC holds 36,424 shares of JEPQ stock, worth $2.13 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

36,424

Previous 32,733 11.28%

Holding current value

$2.13 Million

Previous $1.8 Million 14.18%

% of portfolio

0.78%

Previous 0.66%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$53.94 - $58.15 $199,092 - $214,631	3,691 Added 11.28%	36,424 $2.05 Million
Q3 2024 Oct 29, 2024	BUY	$49.7 - $56.11 $120,920 - $136,515	2,433 Added 8.03%	32,733 $1.8 Million
Q2 2024 Jul 24, 2024	BUY	$50.84 - $55.56 $217,696 - $237,907	4,282 Added 16.46%	30,300 $1.68 Million
Q1 2024 Apr 23, 2024	BUY	$49.02 - $54.29 $117,598 - $130,241	2,399 Added 10.16%	26,018 $1.41 Million
Q4 2023 Feb 08, 2024	BUY	$45.1 - $50.32 $145,402 - $162,231	3,224 Added 15.81%	23,619 $1.18 Million
Q3 2023 Nov 07, 2023	BUY	$46.47 - $49.43 $165,804 - $176,366	3,568 Added 21.2%	20,395 $957,000
Q2 2023 Jul 31, 2023	BUY	$44.13 - $48.37 $428,899 - $470,108	9,719 Added 136.73%	16,827 $813,000
Q1 2023 Apr 19, 2023	BUY	$40.25 - $45.09 $286,097 - $320,499	7,108 New	7,108 $320,000

Others Institutions Holding JEPQ

# of Institutions

764

Shares Held

136M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

Ticker JEPQ
Sector ETFs
Industry ETFs

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