Wealthcare Advisory Partners LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Wealthcare Advisory Partners LLC

  • $3.49 Billion
  • Q4 2024

A detailed history of Wealthcare Advisory Partners LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 88,701 shares of JEPQ stock, worth $5.11 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
88,701
Previous 66,716 32.95%
Holding current value
$5.11 Million
Previous $3.66 Million 36.46%
% of portfolio
0.14%
Previous 0.11%

Shares

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

Jan 15, 2025
BUY
$53.94 - $58.15 $1.19 Million - $1.28 Million
21,985 Added 32.95%
88,701 $5 Million
Q3 2024

Nov 04, 2024
BUY
$49.7 - $56.11 $210,280 - $237,401
4,231 Added 6.77%
66,716 $3.66 Million
Q2 2024

Aug 09, 2024
BUY
$50.84 - $55.56 $630,161 - $688,666
12,395 Added 24.75%
62,485 $3.47 Million
Q1 2024

Apr 15, 2024
BUY
$49.02 - $54.29 $2.46 Million - $2.72 Million
50,090 New
50,090 $2.72 Million

Others Institutions Holding JEPQ

# of Institutions
767
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
Track This Portfolio

Track Wealthcare Advisory Partners LLC Portfolio

Follow Wealthcare Advisory Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthcare Advisory Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthcare Advisory Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email