Wealthspire Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wealthspire Advisors, LLC

  • $9.93 Billion
  • Q4 2024

A detailed history of Wealthspire Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 60,604 shares of JEPQ stock, worth $3.39 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
60,604
Previous 64,102 5.46%
Holding current value
$3.39 Million
Previous $3.52 Million 2.98%
% of portfolio
0.03%
Previous 0.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 03, 2025
SELL
$53.94 - $58.15 $188,682 - $203,408
-3,498 Reduced 5.46%
60,604 $3.42 Million
Q3 2024

Nov 13, 2024
SELL
$49.7 - $56.11 $214,057 - $241,665
-4,307 Reduced 6.3%
64,102 $3.52 Million
Q2 2024

Aug 08, 2024
BUY
$50.84 - $55.56 $3.48 Million - $3.8 Million
68,409 New
68,409 $3.8 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 Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, LLC 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email