Stonebridge Financial Group, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Stonebridge Financial Group, LLC

  • $1.17 Trillion
  • Q4 2025

A detailed history of Stonebridge Financial Group, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Stonebridge Financial Group, LLC holds 15,914 shares of JEPQ stock, worth $920,147. This represents 0.08% of its overall portfolio holdings.

Number of Shares
15,914
Previous 16,142 1.41%
Holding current value
$920,147
Previous $928 Million 0.39%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Jan 20, 2026
SELL
$56.33 - $59.22 $12,843 - $13,502
-228 Reduced 1.41%
15,914 $925 Million
Q3 2025

Oct 20, 2025
BUY
$53.81 - $57.52 $11,784 - $12,596
219 Added 1.38%
16,142 $928 Million
Q2 2025

Jul 24, 2025
SELL
$45.88 - $54.4 $20,187 - $23,936
-440 Reduced 2.69%
15,923 $866 Million
Q1 2025

Apr 25, 2025
BUY
$51.45 - $58.51 $45,070 - $51,254
876 Added 5.66%
16,363 $847 Million
Q4 2024

Jan 29, 2025
BUY
$53.94 - $58.15 $835,368 - $900,569
15,487 New
15,487 $873 Million

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
Track This Portfolio

Track Stonebridge Financial Group, LLC Portfolio

Follow Stonebridge Financial Group, 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 Stonebridge Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stonebridge Financial Group, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email