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

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 74,987 shares of JEPQ stock, worth $4.03 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

74,987

Previous 62,446 20.08%

Holding current value

$4.03 Million

Previous $3.43 Billion 23.26%

% of portfolio

0.32%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$53.94 - $58.15 $676,461 - $729,259	12,541 Added 20.08%	74,987 $4.23 Billion
Q3 2024 Oct 21, 2024	BUY	$49.7 - $56.11 $818,409 - $923,963	16,467 Added 35.81%	62,446 $3.43 Billion
Q2 2024 Jul 09, 2024	BUY	$50.84 - $55.56 $396,755 - $433,590	7,804 Added 20.44%	45,979 $2.55 Billion
Q1 2024 Apr 15, 2024	SELL	$49.02 - $54.29 $56,323 - $62,379	-1,149 Reduced 2.92%	38,175 $2.07 Billion
Q4 2023 Jan 16, 2024	BUY	$45.1 - $50.32 $714,113 - $796,766	15,834 Added 67.41%	39,324 $1.96 Billion
Q3 2023 Oct 23, 2023	BUY	$46.47 - $49.43 $624,092 - $663,844	13,430 Added 133.5%	23,490 $1.53 Billion
Q2 2023 Aug 09, 2023	BUY	$44.13 - $48.37 $443,947 - $486,602	10,060 New	10,060 $487 Million

Others Institutions Holding JEPQ

# of Institutions

773

Shares Held

137M

Call Options Held

332K

Put Options Held

202K

View Full List

About J P MORGAN ETF TR NASDAQ EQUIT

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