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

Ep Wealth Advisors, LLC

  • $11.7 Billion
  • Q4 2024

A detailed history of Ep Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 26,761 shares of JEPQ stock, worth $1.45 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
26,761
Previous 22,388 19.53%
Holding current value
$1.45 Million
Previous $1.23 Million 22.7%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Feb 13, 2025
BUY
$53.94 - $58.15 $235,879 - $254,289
4,373 Added 19.53%
26,761 $1.51 Million
Q3 2024

Nov 14, 2024
BUY
$49.7 - $56.11 $615,286 - $694,641
12,380 Added 123.7%
22,388 $1.23 Million
Q2 2024

Aug 19, 2024
BUY
$50.84 - $55.56 $188,108 - $205,572
3,700 Added 58.66%
10,008 $555,000
Q1 2024

May 14, 2024
BUY
$49.02 - $54.29 $309,218 - $342,461
6,308 New
6,308 $342,000

Others Institutions Holding JEPQ

# of Institutions
775
Shares Held
137M
Call Options Held
332K
Put Options Held
202K
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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