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

Clarity Wealth Advisors, LLC

$363 Million
Q4 2024

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 34,036 shares of JEPQ stock, worth $1.8 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

34,036

Previous 33,264 2.32%

Holding current value

$1.8 Million

Previous $1.83 Million 4.98%

% of portfolio

0.53%

Previous 0.54%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

774

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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