Wealth Enhancement Advisory Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,059,209 shares of JEPQ stock, worth $55.9 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

1,059,209

Previous 688,923 53.75%

Holding current value

$55.9 Million

Previous $38.8 Million 53.75%

% of portfolio

0.12%

Previous 0.08%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Mar 17, 2025	BUY	$53.94 - $58.15 $20 Million - $21.5 Million	370,286 Added 53.75%	1,059,209 $59.7 Million
Q4 2024 Jan 10, 2025	BUY	$53.94 - $58.15 $215,706 - $232,541	3,999 Added 0.58%	688,923 $38.8 Million
Q3 2024 Oct 23, 2024	BUY	$49.7 - $56.11 $14.7 Million - $16.6 Million	296,562 Added 76.36%	684,924 $37.6 Million
Q2 2024 Jul 16, 2024	BUY	$50.84 - $55.56 $16.1 Million - $17.6 Million	316,712 Added 442.03%	388,362 $21.6 Million
Q1 2024 Apr 15, 2024	BUY	$49.02 - $54.29 $1.35 Million - $1.5 Million	27,547 Added 62.46%	71,650 $3.89 Million
Q4 2023 Jan 30, 2024	BUY	$45.1 - $50.32 $308,574 - $344,289	6,842 Added 18.36%	44,103 $2.2 Million
Q3 2023 Nov 13, 2023	BUY	$46.47 - $49.43 $1.73 Million - $1.84 Million	37,261 New	37,261 $1.75 Million

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

Ticker JEPQ
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Wealth Enhancement Advisory Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History