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

Visionary Wealth Advisors

  • $1.62 Billion
  • Q4 2024

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 69,385 shares of JEPQ stock, worth $3.88 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
69,385
Previous 74,713 7.13%
Holding current value
$3.88 Million
Previous $4.1 Million 4.68%
% of portfolio
0.24%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
771
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
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 Visionary Wealth Advisors Portfolio

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

News

Stay updated on Visionary Wealth Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email