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

Whipplewood Advisors, LLC

  • $169 Billion
  • Q1 2025

A detailed history of Whipplewood Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Whipplewood Advisors, LLC holds 2,873 shares of JEPQ stock, worth $148,850. This represents 1.18% of its overall portfolio holdings.

Number of Shares
2,873
Previous 37,385 92.32%
Holding current value
$148,850
Previous $2.11 Billion 5.34%
% of portfolio
1.18%
Previous 1.2%

Shares

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

Apr 09, 2025
SELL
$51.45 - $58.51 $1.78 Million - $2.02 Million
-34,512 Reduced 92.32%
2,873 $2 Billion
Q4 2024

Feb 04, 2025
BUY
$53.94 - $58.15 $2.02 Million - $2.17 Million
37,385 New
37,385 $2.11 Billion

Others Institutions Holding JEPQ

# of Institutions
775
Shares Held
139M
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 Whipplewood Advisors, LLC Portfolio

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

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email