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

Foster Victor Wealth Advisors, LLC

  • $1.53 Billion
  • Q3 2025

A detailed history of Foster Victor Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Foster Victor Wealth Advisors, LLC holds 14,983 shares of JEPQ stock, worth $866,317. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,983
Previous 10,775 39.05%
Holding current value
$866,317
Previous $586,000 46.93%
% of portfolio
0.06%
Previous 0.04%

Shares

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

Oct 10, 2025
BUY
$53.81 - $57.52 $226,432 - $242,044
4,208 Added 39.05%
14,983 $861,000
Q2 2025

Jul 15, 2025
BUY
$45.88 - $54.4 $4,588 - $5,440
100 Added 0.94%
10,775 $586,000
Q1 2025

Apr 16, 2025
BUY
$51.45 - $58.51 $549,228 - $624,594
10,675 New
10,675 $552,000

Others Institutions Holding JEPQ

# of Institutions
919
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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