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

True Wealth Advisors, LLC

  • $276 Million
  • Q2 2025

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 40,790 shares of JEPQ stock, worth $2.26 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares
40,790
Previous 38,468 6.04%
Holding current value
$2.26 Million
Previous $1.99 Million 11.29%
% of portfolio
0.8%
Previous 0.79%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 03, 2025
BUY
$45.88 - $54.4 $106,533 - $126,316
2,322 Added 6.04%
40,790 $2.22 Million
Q1 2025

Apr 10, 2025
BUY
$51.45 - $58.51 $105,163 - $119,594
2,044 Added 5.61%
38,468 $1.99 Million
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
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
Track This Portfolio

Track True Wealth Advisors, LLC Portfolio

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

News

Stay updated on True Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email