Golden State Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Golden State Wealth Management, LLC

  • $906 Billion
  • Q3 2025

A detailed history of Golden State Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 13,671 shares of JEPQ stock, worth $790,457. This represents 0.09% of its overall portfolio holdings.

Number of Shares
13,671
Previous 11,977 14.14%
Holding current value
$790,457
Previous $652 Million 20.7%
% of portfolio
0.09%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$53.81 - $57.52 $91,154 - $97,438
1,694 Added 14.14%
13,671 $786 Million
Q2 2025

Aug 06, 2025
SELL
$45.88 - $54.4 $97,173 - $115,219
-2,118 Reduced 15.03%
11,977 $652 Million
Q1 2025

Apr 24, 2025
SELL
$51.45 - $58.51 $725,084 - $824,581
-14,093 Reduced 50.0%
14,095 $730 Million
Q1 2025

Apr 23, 2025
BUY
$51.45 - $58.51 $877,788 - $998,239
17,061 Added 153.33%
28,188 $1.46 Million
Q4 2024

Jan 28, 2025
BUY
$53.94 - $58.15 $600,190 - $647,035
11,127 New
11,127 $627 Million

Others Institutions Holding JEPQ

# of Institutions
908
Shares Held
178M
Call Options Held
2.02M
Put Options Held
842K
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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