Blue Rock Wealth Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Blue Rock Wealth Management LLC

  • $161 Billion
  • Q4 2025

A detailed history of Blue Rock Wealth Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Blue Rock Wealth Management LLC holds 186,927 shares of JEPQ stock, worth $10.8 Million. This represents 6.75% of its overall portfolio holdings.

Number of Shares
186,927
Previous 185,008 1.04%
Holding current value
$10.8 Million
Previous $10.6 Billion 2.09%
% of portfolio
6.75%
Previous 6.62%

Shares

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

Jan 20, 2026
BUY
$56.33 - $59.22 $108,097 - $113,643
1,919 Added 1.04%
186,927 $10.9 Billion
Q3 2025

Oct 21, 2025
BUY
$53.81 - $57.52 $3.83 Million - $4.09 Million
71,109 Added 62.43%
185,008 $10.6 Billion
Q2 2025

Oct 21, 2025
SELL
$45.88 - $54.4 $941,136 - $1.12 Million
-20,513 Reduced 11.09%
164,495 $8.95 Billion
Q1 2025

May 20, 2025
BUY
$51.45 - $58.51 $5.86 Million - $6.66 Million
113,899 New
113,899 $5.9 Billion

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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