Avantax Advisory Services, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Avantax Advisory Services, Inc.

$15.6 Billion
Q4 2024

A detailed history of Avantax Advisory Services, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 143,728 shares of JEPQ stock, worth $7.13 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

143,728

Previous 127,392 12.82%

Holding current value

$7.13 Million

Previous $7 Million 15.81%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$53.94 - $58.15 $881,163 - $949,938	16,336 Added 12.82%	143,728 $8.1 Million
Q3 2024 Nov 13, 2024	BUY	$49.7 - $56.11 $1.36 Million - $1.54 Million	27,375 Added 27.37%	127,392 $7 Million
Q2 2024 Aug 09, 2024	BUY	$50.84 - $55.56 $568,137 - $620,883	11,175 Added 12.58%	100,017 $5.55 Million
Q1 2024 May 08, 2024	BUY	$49.02 - $54.29 $3.72 Million - $4.11 Million	75,794 Added 580.89%	88,842 $4.82 Million
Q4 2023 Feb 07, 2024	BUY	$45.1 - $50.32 $588,464 - $656,575	13,048 New	13,048 $651,000
Q3 2022 Nov 01, 2022	BUY	$41.65 - $49.9 $346,444 - $415,068	8,318 New	8,318 $346,000

Others Institutions Holding JEPQ

# of Institutions

783

Shares Held

139M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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Avantax Advisory Services, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History