Balboa Wealth Partners J P Morgan ETF Tr Nasdaq Equit Transaction History

Balboa Wealth Partners

  • $572 Million
  • Q4 2025

A detailed history of Balboa Wealth Partners transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Balboa Wealth Partners holds 8,820 shares of JEPQ stock, worth $509,972. This represents 0.09% of its overall portfolio holdings.

Number of Shares
8,820
Previous 8,067 9.33%
Holding current value
$509,972
Previous $464,000 9.7%
% of portfolio
0.09%
Previous 0.08%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 16, 2026
BUY
$56.33 - $59.22 $42,416 - $44,592
753 Added 9.33%
8,820 $509,000
Q3 2025

Nov 06, 2025
SELL
$53.81 - $57.52 $4,950 - $5,291
-92 Reduced 1.13%
8,067 $464,000
Q2 2025

Jul 29, 2025
BUY
$45.88 - $54.4 $412 - $489
9 Added 0.11%
8,159 $443,000
Q1 2025

Apr 23, 2025
BUY
$51.45 - $58.51 $26,290 - $29,898
511 Added 6.69%
8,150 $422,000
Q4 2024

Feb 10, 2025
SELL
$53.94 - $58.15 $960,185 - $1.04 Million
-17,801 Reduced 69.97%
7,639 $430,000
Q3 2024

Nov 06, 2024
SELL
$49.7 - $56.11 $221,065 - $249,577
-4,448 Reduced 14.88%
25,440 $1.4 Million
Q2 2024

Aug 13, 2024
BUY
$50.84 - $55.56 $330,307 - $360,973
6,497 Added 27.78%
29,888 $1.66 Million
Q1 2024

May 13, 2024
BUY
$49.02 - $54.29 $647,603 - $717,225
13,211 Added 129.77%
23,391 $1.27 Million
Q4 2023

Feb 09, 2024
BUY
$45.1 - $50.32 $163,622 - $182,560
3,628 Added 55.37%
10,180 $508,000
Q3 2023

Oct 23, 2023
BUY
$46.47 - $49.43 $304,471 - $323,865
6,552 New
6,552 $307,000

Others Institutions Holding JEPQ

# of Institutions
919
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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