Avaii Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Avaii Wealth Management, LLC

  • $182 Million
  • Q4 2024

A detailed history of Avaii Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Avaii Wealth Management, LLC holds 18,225 shares of JEPQ stock, worth $1.05 Million. This represents 0.57% of its overall portfolio holdings.

Number of Shares
18,225
Previous 15,508 17.52%
Holding current value
$1.05 Million
Previous $851,000 20.68%
% of portfolio
0.57%
Previous 0.48%

Shares

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

Jan 21, 2025
BUY
$53.94 - $58.15 $146,554 - $157,993
2,717 Added 17.52%
18,225 $1.03 Million
Q3 2024

Oct 16, 2024
BUY
$49.7 - $56.11 $770,747 - $870,153
15,508 New
15,508 $851,000
Q1 2023

Apr 10, 2023
SELL
$40.25 - $45.09 $16,864 - $18,892
-419 Reduced 4.83%
8,259 $372,000
Q4 2022

Jan 25, 2023
BUY
$40.31 - $44.62 $349,810 - $387,212
8,678 New
8,678 $0

Others Institutions Holding JEPQ

# of Institutions
690
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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