Trajan Wealth LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Trajan Wealth LLC

  • $2.32 Trillion
  • Q3 2025

A detailed history of Trajan Wealth LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Trajan Wealth LLC holds 75,198 shares of JEPQ stock, worth $4.35 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
75,198
Previous 70,742 6.3%
Holding current value
$4.35 Million
Previous $3.85 Billion 12.4%
% of portfolio
0.19%
Previous 0.19%

Shares

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

Nov 10, 2025
BUY
$53.81 - $57.52 $239,777 - $256,309
4,456 Added 6.3%
75,198 $4.33 Billion
Q2 2025

Aug 11, 2025
SELL
$45.88 - $54.4 $158,377 - $187,788
-3,452 Reduced 4.65%
70,742 $3.85 Billion
Q1 2025

May 12, 2025
BUY
$51.45 - $58.51 $3.82 Million - $4.34 Million
74,194 New
74,194 $3.84 Billion

Others Institutions Holding JEPQ

# of Institutions
917
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
Track This Portfolio

Track Trajan Wealth LLC Portfolio

Follow Trajan Wealth 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 Trajan Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Trajan Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email