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

Prevail Innovative Wealth Advisors, LLC

  • $328 Billion
  • Q3 2024

A detailed history of Prevail Innovative Wealth Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Prevail Innovative Wealth Advisors, LLC holds 116,942 shares of JEPQ stock, worth $6.8 Million. This represents 1.96% of its overall portfolio holdings.

Number of Shares
116,942
Previous 105,428 10.92%
Holding current value
$6.8 Million
Previous $5.85 Billion 9.78%
% of portfolio
1.96%
Previous 2.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
BUY
$49.7 - $56.11 $572,245 - $646,050
11,514 Added 10.92%
116,942 $6.42 Billion
Q2 2024

Aug 08, 2024
BUY
$50.84 - $55.56 $444,697 - $485,983
8,747 Added 9.05%
105,428 $5.85 Billion
Q1 2024

May 09, 2024
BUY
$49.02 - $54.29 $4.74 Million - $5.25 Million
96,681 New
96,681 $5.24 Billion

Others Institutions Holding JEPQ

# of Institutions
630
Shares Held
118M
Call Options Held
292K
Put Options Held
264K
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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