Wealth Enhancement Advisory Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,201,435 shares of JEPQ stock, worth $68.6 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,201,435
Previous 1,209,337 0.65%
Holding current value
$68.6 Million
Previous $62.6 Million 4.37%
% of portfolio
0.12%
Previous 0.13%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
SELL
$45.88 - $54.4 $362,543 - $429,868
-7,902 Reduced 0.65%
1,201,435 $65.4 Million
Q1 2025

Apr 16, 2025
BUY
$51.45 - $58.51 $7.72 Million - $8.78 Million
150,128 Added 14.17%
1,209,337 $62.6 Million
Q4 2024

Mar 17, 2025
BUY
$53.94 - $58.15 $20 Million - $21.5 Million
370,286 Added 53.75%
1,059,209 $59.7 Million
Q4 2024

Jan 10, 2025
BUY
$53.94 - $58.15 $215,706 - $232,541
3,999 Added 0.58%
688,923 $38.8 Million
Q3 2024

Oct 23, 2024
BUY
$49.7 - $56.11 $14.7 Million - $16.6 Million
296,562 Added 76.36%
684,924 $37.6 Million
Q2 2024

Jul 16, 2024
BUY
$50.84 - $55.56 $16.1 Million - $17.6 Million
316,712 Added 442.03%
388,362 $21.6 Million
Q1 2024

Apr 15, 2024
BUY
$49.02 - $54.29 $1.35 Million - $1.5 Million
27,547 Added 62.46%
71,650 $3.89 Million
Q4 2023

Jan 30, 2024
BUY
$45.1 - $50.32 $308,574 - $344,289
6,842 Added 18.36%
44,103 $2.2 Million
Q3 2023

Nov 13, 2023
BUY
$46.47 - $49.43 $1.73 Million - $1.84 Million
37,261 New
37,261 $1.75 Million

Others Institutions Holding JEPQ

# of Institutions
867
Shares Held
164M
Call Options Held
1.34M
Put Options Held
666K
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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