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

Heritage Wealth Advisors

  • $2.19 Billion
  • Q3 2025

A detailed history of Heritage Wealth Advisors transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Heritage Wealth Advisors holds 717 shares of JEPQ stock, worth $41,456. This represents 0.0% of its overall portfolio holdings.

Number of Shares
717
Previous 717 -0.0%
Holding current value
$41,456
Previous $39,000 5.13%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
BUY
$53.94 - $58.15 $7,929 - $8,548
147 Added 25.79%
717 $40,000
Q3 2024

Nov 12, 2024
BUY
$49.7 - $56.11 $8,449 - $9,538
170 Added 42.5%
570 $31,000
Q1 2024

Dec 12, 2024
SELL
$49.02 - $54.29 $8,333 - $9,229
-170 Reduced 29.82%
400 $21,000
Q1 2024

May 08, 2024
BUY
$49.02 - $54.29 $19,608 - $21,716
400 New
400 $21,000

Others Institutions Holding JEPQ

# of Institutions
909
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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