Panoramic Investment Advisors, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Panoramic Investment Advisors, LLC

  • $178 Billion
  • Q3 2025

A detailed history of Panoramic Investment Advisors, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Panoramic Investment Advisors, LLC holds 13,580 shares of JEPQ stock, worth $785,195. This represents 0.44% of its overall portfolio holdings.

Number of Shares
13,580
Previous 13,580 -0.0%
Holding current value
$785,195
Previous $739 Million 5.74%
% of portfolio
0.44%
Previous 0.45%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
BUY
$45.88 - $54.4 $41,292 - $48,960
900 Added 7.1%
13,580 $739 Million
Q4 2024

Jan 24, 2025
BUY
$53.94 - $58.15 $7,012 - $7,559
130 Added 1.04%
12,680 $715 Million
Q3 2024

Oct 31, 2024
SELL
$49.7 - $56.11 $12,425 - $14,027
-250 Reduced 1.95%
12,550 $689 Million
Q1 2024

Apr 18, 2024
BUY
$49.02 - $54.29 $12,255 - $13,572
250 Added 1.99%
12,800 $694 Million
Q4 2023

Jan 23, 2024
BUY
$45.1 - $50.32 $11,275 - $12,580
250 Added 2.03%
12,550 $627 Million
Q3 2023

Nov 15, 2023
BUY
$46.47 - $49.43 $571,581 - $607,989
12,300 New
12,300 $577 Million

Others Institutions Holding JEPQ

# of Institutions
909
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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