Aventura Private Wealth, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Aventura Private Wealth, LLC

  • $278 Billion
  • Q4 2025

A detailed history of Aventura Private Wealth, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Aventura Private Wealth, LLC holds 302,951 shares of JEPQ stock, worth $17.5 Million. This represents 6.33% of its overall portfolio holdings.

Number of Shares
302,951
Holding current value
$17.5 Million
% of portfolio
6.33%

Shares

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

Jan 07, 2026
BUY
$56.33 - $59.22 $17.1 Million - $17.9 Million
302,951 New
302,951 $17.6 Billion
Q3 2025

Jan 07, 2026
SELL
$53.81 - $57.52 $558,278 - $596,770
-10,375 Reduced 3.23%
311,036 $17.9 Billion
Q2 2025

Jan 07, 2026
BUY
$45.88 - $54.4 $3.54 Million - $4.2 Million
77,143 Added 31.58%
321,411 $17.5 Billion
Q1 2025

Jan 07, 2026
SELL
$51.45 - $58.51 $3.02 Million - $3.43 Million
-58,683 Reduced 19.37%
244,268 $12.6 Billion
Q4 2024

Jan 07, 2026
SELL
$53.94 - $58.15 $6.35 Million - $6.85 Million
-117,730 Reduced 38.86%
185,221 $10.4 Billion

Others Institutions Holding JEPQ

# of Institutions
933
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
Track This Portfolio

Track Aventura Private Wealth, LLC Portfolio

Follow Aventura Private Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aventura Private Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aventura Private Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email