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

Ivc Wealth Advisors LLC

  • $177 Million
  • Q4 2024

A detailed history of Ivc Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ivc Wealth Advisors LLC holds 76,124 shares of JEPQ stock, worth $4.38 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
76,124
Previous 58,820 29.42%
Holding current value
$4.38 Million
Previous $3.23 Million 32.85%
% of portfolio
2.42%
Previous 1.78%

Shares

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

Jan 17, 2025
BUY
$53.94 - $58.15 $933,377 - $1.01 Million
17,304 Added 29.42%
76,124 $4.29 Million
Q3 2024

Oct 24, 2024
BUY
$49.7 - $56.11 $832,276 - $939,618
16,746 Added 39.8%
58,820 $3.23 Million
Q2 2024

Jul 16, 2024
BUY
$50.84 - $55.56 $1.17 Million - $1.28 Million
23,084 Added 121.56%
42,074 $2.34 Million
Q1 2024

Apr 19, 2024
BUY
$49.02 - $54.29 $930,889 - $1.03 Million
18,990 New
18,990 $1.03 Million

Others Institutions Holding JEPQ

# of Institutions
767
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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