Orba Wealth Advisors, L.L.C. J P Morgan ETF Tr Nasdaq Equit Transaction History

Orba Wealth Advisors, L.L.C.

  • $191 Billion
  • Q4 2024

A detailed history of Orba Wealth Advisors, L.L.C. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 51,640 shares of JEPQ stock, worth $2.68 Million. This represents 1.52% of its overall portfolio holdings.

Number of Shares
51,640
Previous 49,335 4.67%
Holding current value
$2.68 Million
Previous $2.71 Billion 7.43%
% of portfolio
1.52%
Previous 1.37%

Shares

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

Feb 04, 2025
BUY
$53.94 - $58.15 $124,331 - $134,035
2,305 Added 4.67%
51,640 $2.91 Billion
Q3 2024

Oct 09, 2024
SELL
$49.7 - $56.11 $86,975 - $98,192
-1,750 Reduced 3.43%
49,335 $2.71 Billion
Q2 2024

Jul 16, 2024
BUY
$50.84 - $55.56 $252,979 - $276,466
4,976 Added 10.79%
51,085 $2.84 Billion
Q1 2024

Apr 30, 2024
BUY
$49.02 - $54.29 $55,882 - $61,890
1,140 Added 2.54%
46,109 $2.5 Billion
Q4 2023

Feb 12, 2024
BUY
$45.1 - $50.32 $2.03 Million - $2.26 Million
44,969 New
44,969 $2.25 Billion

Others Institutions Holding JEPQ

# of Institutions
775
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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