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

Wealth Advisors Of Iowa, LLC

$198 Billion
Q4 2024

A detailed history of Wealth Advisors Of Iowa, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealth Advisors Of Iowa, LLC holds 137,091 shares of JEPQ stock, worth $7.67 Million. This represents 3.9% of its overall portfolio holdings.

Number of Shares

137,091

Previous 116,354 17.82%

Holding current value

$7.67 Million

Previous $6.39 Billion 20.93%

% of portfolio

3.9%

Previous 3.25%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 11, 2025	BUY	$53.94 - $58.15 $1.12 Million - $1.21 Million	20,737 Added 17.82%	137,091 $7.73 Billion
Q3 2024 Nov 12, 2024	BUY	$49.7 - $56.11 $5.78 Million - $6.53 Million	116,354 New	116,354 $6.39 Billion
Q1 2024 May 07, 2024	BUY	$49.02 - $54.29 $225,099 - $249,299	4,592 Added 9.98%	50,622 $2.75 Million
Q4 2023 Feb 08, 2024	BUY	$45.1 - $50.32 $1.09 Million - $1.21 Million	24,139 Added 110.27%	46,030 $2.3 Million
Q3 2023 Nov 07, 2023	BUY	$46.47 - $49.43 $350,476 - $372,801	7,542 Added 52.56%	21,891 $1.03 Million
Q2 2023 Jul 25, 2023	BUY	$44.13 - $48.37 $633,221 - $694,061	14,349 New	14,349 $694,000

Others Institutions Holding JEPQ

# of Institutions

773

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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