Annex Advisory Services, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Annex Advisory Services, LLC

  • $3.52 Billion
  • Q3 2025

A detailed history of Annex Advisory Services, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Annex Advisory Services, LLC holds 16,145 shares of JEPQ stock, worth $933,503. This represents 0.03% of its overall portfolio holdings.

Number of Shares
16,145
Previous 15,174 6.4%
Holding current value
$933,503
Previous $825,000 12.48%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Oct 17, 2025
BUY
$53.81 - $57.52 $52,249 - $55,851
971 Added 6.4%
16,145 $928,000
Q2 2025

Jul 11, 2025
SELL
$45.88 - $54.4 $45 - $54
-1 Reduced 0.01%
15,174 $825,000
Q1 2025

Apr 10, 2025
BUY
$51.45 - $58.51 $1,183 - $1,345
23 Added 0.15%
15,175 $786,000
Q4 2024

Jan 16, 2025
BUY
$53.94 - $58.15 $183,935 - $198,291
3,410 Added 29.04%
15,152 $854,000
Q2 2024

Jul 12, 2024
BUY
$50.84 - $55.56 $68,583 - $74,950
1,349 Added 12.98%
11,742 $651,000
Q4 2023

Feb 13, 2024
BUY
$45.1 - $50.32 $468,724 - $522,975
10,393 New
10,393 $518,000

Others Institutions Holding JEPQ

# of Institutions
916
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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