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

Wealth Advisors Of Iowa, LLC

  • $164 Million
  • Q1 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 50,622 shares of JEPQ stock, worth $2.81 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares
50,622
Previous 46,030 9.98%
Holding current value
$2.81 Million
Previous $2.3 Million 19.45%
% of portfolio
1.67%
Previous 1.54%

Shares

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