21 West Wealth Management LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

21 West Wealth Management LLC

  • $109 Billion
  • Q4 2025

A detailed history of 21 West Wealth Management LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, 21 West Wealth Management LLC holds 97,056 shares of JEPQ stock, worth $5.61 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares
97,056
Previous 99,384 2.34%
Holding current value
$5.61 Million
Previous $5.72 Billion 1.32%
% of portfolio
5.16%
Previous 5.42%

Shares

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

Jan 13, 2026
SELL
$56.33 - $59.22 $131,136 - $137,864
-2,328 Reduced 2.34%
97,056 $5.64 Billion
Q3 2025

Oct 14, 2025
BUY
$53.81 - $57.52 $87,064 - $93,067
1,618 Added 1.65%
99,384 $5.72 Billion
Q2 2025

Jul 08, 2025
BUY
$45.88 - $54.4 $4.49 Million - $5.32 Million
97,766 New
97,766 $5.32 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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