Arkadios Wealth Advisors J P Morgan ETF Tr Nasdaq Equit Transaction History

Arkadios Wealth Advisors

$3.83 Billion
Q3 2025

A detailed history of Arkadios Wealth Advisors transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Arkadios Wealth Advisors holds 79,428 shares of JEPQ stock, worth $4.59 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares

79,428

Previous 72,669 9.3%

Holding current value

$4.59 Million

Previous $3.95 Million 15.56%

% of portfolio

0.12%

Previous 0.13%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$53.81 - $57.52 $363,701 - $388,777	6,759 Added 9.3%	79,428 $4.57 Million
Q2 2025 Aug 04, 2025	BUY	$45.88 - $54.4 $705,909 - $836,998	15,386 Added 26.86%	72,669 $3.95 Million
Q1 2025 May 08, 2025	BUY	$51.45 - $58.51 $416,024 - $473,111	8,086 Added 16.44%	57,283 $2.97 Million
Q4 2024 Jan 15, 2025	BUY	$53.94 - $58.15 $391,874 - $422,459	7,265 Added 17.33%	49,197 $2.77 Million
Q3 2024 Oct 24, 2024	BUY	$49.7 - $56.11 $78,575 - $88,709	1,581 Added 3.92%	41,932 $2.3 Million

Q2 2024 Jul 29, 2024	BUY	$50.84 - $55.56 $1.8 Million - $1.97 Million	35,386 Added 712.71%	40,351 $2.24 Million
Q1 2024 Apr 30, 2024	BUY	$49.02 - $54.29 $243,384 - $269,549	4,965 New	4,965 $269,000

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

Ticker JEPQ
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Industry ETFs

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Arkadios Wealth Advisors J P Morgan ETF Tr Nasdaq Equit Transaction History