Visionary Wealth Advisors J P Morgan ETF Tr Nasdaq Equit Transaction History

Visionary Wealth Advisors

  • $1.56 Billion
  • Q1 2025

A detailed history of Visionary Wealth Advisors transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Visionary Wealth Advisors holds 100,229 shares of JEPQ stock, worth $5.52 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares
100,229
Previous 69,385 44.45%
Holding current value
$5.52 Million
Previous $3.91 Million 32.68%
% of portfolio
0.33%
Previous 0.24%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$51.45 - $58.51 $1.59 Million - $1.8 Million
30,844 Added 44.45%
100,229 $5.19 Million
Q4 2024

Feb 13, 2025
SELL
$53.94 - $58.15 $287,392 - $309,823
-5,328 Reduced 7.13%
69,385 $3.91 Million
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $1.71 Million - $1.93 Million
34,426 Added 85.45%
74,713 $4.1 Million
Q2 2024

Aug 13, 2024
BUY
$50.84 - $55.56 $2.05 Million - $2.24 Million
40,287 New
40,287 $2.24 Million

Others Institutions Holding JEPQ

# of Institutions
827
Shares Held
240M
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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