New Wave Wealth Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

New Wave Wealth Advisors LLC

  • $244 Billion
  • Q4 2024

A detailed history of New Wave Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 70,834 shares of JEPQ stock, worth $3.67 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
70,834
Previous 50,020 41.61%
Holding current value
$3.67 Million
Previous $2.75 Billion 45.35%
% of portfolio
1.64%
Previous 1.27%

Shares

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

Jan 23, 2025
BUY
$53.94 - $58.15 $1.12 Million - $1.21 Million
20,814 Added 41.61%
70,834 $3.99 Billion
Q3 2024

Oct 23, 2024
BUY
$49.7 - $56.11 $722,488 - $815,671
14,537 Added 40.97%
50,020 $2.75 Billion
Q2 2024

Aug 27, 2024
BUY
$50.84 - $55.56 $1.8 Million - $1.97 Million
35,483 New
35,483 $1.97 Billion

Others Institutions Holding JEPQ

# of Institutions
775
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 New Wave Wealth Advisors LLC Portfolio

Follow New Wave Wealth 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 New Wave Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New Wave Wealth Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email