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

Fsc Wealth Advisors, LLC

$149 Million
Q4 2024

A detailed history of Fsc Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Fsc Wealth Advisors, LLC holds 5,379 shares of JEPQ stock, worth $312,358. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,379

Previous 5,069 6.12%

Holding current value

$312,358

Previous $278,000 8.99%

% of portfolio

0.2%

Previous 0.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$53.94 - $58.15 $16,721 - $18,026	310 Added 6.12%	5,379 $303,000
Q3 2024 Oct 21, 2024	BUY	$49.7 - $56.11 $12,872 - $14,532	259 Added 5.38%	5,069 $278,000
Q2 2024 Jul 17, 2024	BUY	$50.84 - $55.56 $6,812 - $7,445	134 Added 2.87%	4,810 $266,000
Q1 2024 Apr 16, 2024	BUY	$49.02 - $54.29 $87,451 - $96,853	1,784 Added 61.69%	4,676 $253,000
Q4 2023 Jan 16, 2024	BUY	$45.1 - $50.32 $46,588 - $51,980	1,033 Added 55.57%	2,892 $144,000
Q3 2023 Oct 23, 2023	BUY	$46.47 - $49.43 $5,483 - $5,832	118 Added 6.78%	1,859 $87,000
Q2 2023 Jul 18, 2023	BUY	$44.13 - $48.37 $19,946 - $21,863	452 Added 35.07%	1,741 $84,000
Q1 2023 Apr 18, 2023	BUY	$40.25 - $45.09 $51,882 - $58,121	1,289 New	1,289 $58,000

Others Institutions Holding JEPQ

# of Institutions

664

Shares Held

117M

Call Options Held

292K

Put Options Held

264K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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