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

Putney Financial Group LLC

  • $107 Billion
  • Q4 2025

A detailed history of Putney Financial Group LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Putney Financial Group LLC holds 16,480 shares of JEPQ stock, worth $952,873. This represents 0.9% of its overall portfolio holdings.

Number of Shares
16,480
Previous 8,865 85.9%
Holding current value
$952,873
Previous $510 Million 87.84%
% of portfolio
0.9%
Previous 0.51%

Shares

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

Jan 23, 2026
BUY
$56.33 - $59.22 $428,952 - $450,960
7,615 Added 85.9%
16,480 $958 Million
Q3 2025

Nov 07, 2025
BUY
$53.81 - $57.52 $384,203 - $410,692
7,140 Added 413.91%
8,865 $510 Million
Q2 2025

Aug 04, 2025
SELL
$45.88 - $54.4 $9,176 - $10,880
-200 Reduced 10.39%
1,725 $93.8 Million
Q1 2025

Apr 21, 2025
SELL
$51.45 - $58.51 $5,145 - $5,851
-100 Reduced 4.94%
1,925 $99.7 Million
Q4 2024

Feb 21, 2025
BUY
$53.94 - $58.15 $109,228 - $117,753
2,025 New
2,025 $114 Million

Others Institutions Holding JEPQ

# of Institutions
935
Shares Held
179M
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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