Helium Advisors LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Helium Advisors LLC

  • $120 Billion
  • Q3 2025

A detailed history of Helium Advisors LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Helium Advisors LLC holds 11,642 shares of JEPQ stock, worth $673,140. This represents 0.56% of its overall portfolio holdings.

Number of Shares
11,642
Previous 15,764 26.15%
Holding current value
$673,140
Previous $858 Million 21.91%
% of portfolio
0.56%
Previous 0.54%

Shares

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

Nov 13, 2025
SELL
$53.81 - $57.52 $221,804 - $237,097
-4,122 Reduced 26.15%
11,642 $670 Million
Q2 2025

Aug 14, 2025
BUY
$45.88 - $54.4 $217,654 - $258,073
4,744 Added 43.05%
15,764 $858 Million
Q1 2025

May 08, 2025
BUY
$51.45 - $58.51 $566,979 - $644,780
11,020 New
11,020 $571 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
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