Anderson Financial Strategies, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Anderson Financial Strategies, LLC

  • $169 Billion
  • Q3 2025

A detailed history of Anderson Financial Strategies, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Anderson Financial Strategies, LLC holds 39,985 shares of JEPQ stock, worth $2.31 Million. This represents 1.36% of its overall portfolio holdings.

Number of Shares
39,985
Previous 38,666 3.41%
Holding current value
$2.31 Million
Previous $2.1 Billion 9.36%
% of portfolio
1.36%
Previous 1.34%

Shares

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

Nov 04, 2025
BUY
$53.81 - $57.52 $70,975 - $75,868
1,319 Added 3.41%
39,985 $2.3 Billion
Q2 2025

Aug 11, 2025
BUY
$45.88 - $54.4 $9,910 - $11,750
216 Added 0.56%
38,666 $2.1 Billion
Q1 2025

May 28, 2025
BUY
$51.45 - $58.51 $1.98 Million - $2.25 Million
38,446 Added 961150.0%
38,450 $1.99 Billion
Q4 2024

Feb 14, 2025
BUY
$53.94 - $58.15 $215 - $232
4 New
4 $226,000

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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