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

New Wave Wealth Advisors LLC

$231 Billion
Q3 2025

A detailed history of New Wave Wealth Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 134,890 shares of JEPQ stock, worth $7.8 Million. This represents 3.18% of its overall portfolio holdings.

Number of Shares

134,890

Previous 134,890 -0.0%

Holding current value

$7.8 Million

Previous $7.34 Billion -0.0%

% of portfolio

3.18%

Previous 3.12%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$53.81 - $57.52 $533,203 - $569,965	-9,909 Reduced 7.35%	124,981 $7.19 Billion
Q2 2025 Jul 18, 2025	BUY	$45.88 - $54.4 $1.24 Million - $1.47 Million	26,985 Added 25.01%	134,890 $7.34 Billion
Q1 2025 Apr 25, 2025	BUY	$51.45 - $58.51 $1.91 Million - $2.17 Million	37,071 Added 52.34%	107,905 $5.59 Billion
Q4 2024 Jan 23, 2025	BUY	$53.94 - $58.15 $1.12 Million - $1.21 Million	20,814 Added 41.61%	70,834 $3.99 Billion
Q3 2024 Oct 23, 2024	BUY	$49.7 - $56.11 $722,488 - $815,671	14,537 Added 40.97%	50,020 $2.75 Billion

Q2 2024 Aug 27, 2024	BUY	$50.84 - $55.56 $1.8 Million - $1.97 Million	35,483 New	35,483 $1.97 Billion

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

Ticker JEPQ
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Industry ETFs

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