Sequent Planning LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Sequent Planning LLC

$352 Billion
Q3 2025

A detailed history of Sequent Planning LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Sequent Planning LLC holds 27,502 shares of JEPQ stock, worth $1.59 Million. This represents 0.45% of its overall portfolio holdings.

Number of Shares

27,502

Holding current value

$1.59 Million

% of portfolio

0.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	$53.81 - $57.52 $1.48 Million - $1.58 Million	27,502 New	27,502 $1.58 Billion
Q1 2025 May 13, 2025	SELL	$51.45 - $58.51 $13,479 - $15,329	-262 Reduced 1.06%	24,372 $1.26 Billion
Q4 2024 Feb 11, 2025	SELL	$53.94 - $58.15 $4,045 - $4,361	-75 Reduced 0.3%	24,634 $1.39 Billion
Q3 2024 Nov 14, 2024	BUY	$49.7 - $56.11 $64,212 - $72,494	1,292 Added 5.52%	24,709 $1.36 Billion
Q2 2024 Aug 12, 2024	SELL	$50.84 - $55.56 $114,440 - $125,065	-2,251 Reduced 8.77%	23,417 $1.29 Billion

Q1 2024 May 14, 2024	BUY	$49.02 - $54.29 $1.26 Million - $1.39 Million	25,668 New	25,668 $1.39 Billion

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

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Sequent Planning LLC J P Morgan ETF Tr Nasdaq Equit Transaction History