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

True Wealth Advisors, LLC

  • $240 Million
  • Q1 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 26,018 shares of JEPQ stock, worth $1.44 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
26,018
Previous 23,619 10.16%
Holding current value
$1.44 Million
Previous $1.18 Million 19.68%
% of portfolio
0.59%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
513
Shares Held
85.7M
Call Options Held
65.2K
Put Options Held
102K
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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