Wealthcare Advisory Partners LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wealthcare Advisory Partners LLC

  • $3.54 Billion
  • Q1 2025

A detailed history of Wealthcare Advisory Partners LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 104,301 shares of JEPQ stock, worth $5.43 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
104,301
Previous 88,701 17.59%
Holding current value
$5.43 Million
Previous $5 Million 8.06%
% of portfolio
0.15%
Previous 0.14%

Shares

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

Apr 14, 2025
BUY
$51.45 - $58.51 $802,620 - $912,756
15,600 Added 17.59%
104,301 $5.4 Million
Q4 2024

Jan 15, 2025
BUY
$53.94 - $58.15 $1.19 Million - $1.28 Million
21,985 Added 32.95%
88,701 $5 Million
Q3 2024

Nov 04, 2024
BUY
$49.7 - $56.11 $210,280 - $237,401
4,231 Added 6.77%
66,716 $3.66 Million
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $630,161 - $688,666
12,395 Added 24.75%
62,485 $3.47 Million
Q1 2024

Apr 15, 2024
BUY
$49.02 - $54.29 $2.46 Million - $2.72 Million
50,090 New
50,090 $2.72 Million

Others Institutions Holding JEPQ

# of Institutions
819
Shares Held
155M
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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