Clarus Wealth Advisors J P Morgan ETF Tr Nasdaq Equit Transaction History

Clarus Wealth Advisors

  • $196 Million
  • Q3 2024

A detailed history of Clarus Wealth Advisors transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Clarus Wealth Advisors holds 6,278 shares of JEPQ stock, worth $365,065. This represents 0.18% of its overall portfolio holdings.

Number of Shares
6,278
Previous 4,856 29.28%
Holding current value
$365,065
Previous $269,000 27.88%
% of portfolio
0.18%
Previous 0.15%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024
BUY
$49.7 - $56.11 $70,673 - $79,788
1,422 Added 29.28%
6,278 $344,000
Q2 2024

Jul 11, 2024
BUY
$50.84 - $55.56 $3,660 - $4,000
72 Added 1.51%
4,856 $269,000
Q1 2024

Apr 11, 2024
BUY
$49.02 - $54.29 $234,511 - $259,723
4,784 New
4,784 $259,000

Others Institutions Holding JEPQ

# of Institutions
630
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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