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

Clarity Wealth Advisors, LLC

  • $444 Million
  • Q3 2025

A detailed history of Clarity Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 41,828 shares of JEPQ stock, worth $2.42 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
41,828
Previous 38,912 7.49%
Holding current value
$2.42 Million
Previous $2.12 Million 13.66%
% of portfolio
0.54%
Previous 0.53%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
BUY
$53.81 - $57.52 $156,909 - $167,728
2,916 Added 7.49%
41,828 $2.41 Million
Q2 2025

Aug 07, 2025
BUY
$45.88 - $54.4 $170,994 - $202,748
3,727 Added 10.59%
38,912 $2.12 Million
Q1 2025

Apr 30, 2025
BUY
$51.45 - $58.51 $59,116 - $67,227
1,149 Added 3.38%
35,185 $1.82 Million
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $41,641 - $44,891
772 Added 2.32%
34,036 $1.92 Million
Q3 2024

Oct 18, 2024
BUY
$49.7 - $56.11 $85,384 - $96,396
1,718 Added 5.45%
33,264 $1.83 Million
Q2 2024

Jul 17, 2024
BUY
$50.84 - $55.56 $48,196 - $52,670
948 Added 3.1%
31,546 $1.75 Million
Q1 2024

Apr 17, 2024
BUY
$49.02 - $54.29 $164,658 - $182,360
3,359 Added 12.33%
30,598 $1.66 Million
Q4 2023

Jan 10, 2024
BUY
$45.1 - $50.32 $246,200 - $274,696
5,459 Added 25.06%
27,239 $1.36 Million
Q3 2023

Nov 06, 2023
BUY
$46.47 - $49.43 $464 - $494
10 Added 0.05%
21,780 $1.02 Million
Q2 2023

Jul 28, 2023
BUY
$44.13 - $48.37 $441,300 - $483,700
10,000 Added 84.96%
21,770 $1.05 Million
Q1 2023

May 10, 2023
BUY
$40.25 - $45.09 $473,742 - $530,709
11,770 New
11,770 $530,000

Others Institutions Holding JEPQ

# of Institutions
909
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
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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