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 $3.45 Million. This represents 1.64% of its overall portfolio holdings.

Number of Shares
70,834
Previous 50,020 41.61%
Holding current value
$3.45 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
781
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
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