Avion Wealth J P Morgan ETF Tr Nasdaq Equit Transaction History

Avion Wealth

  • $477 Million
  • Q4 2025

A detailed history of Avion Wealth transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Avion Wealth holds 2,981 shares of JEPQ stock, worth $172,361. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,981
Previous 1,563 90.72%
Holding current value
$172,361
Previous $89,000 94.38%
% of portfolio
0.04%
Previous 0.02%

Shares

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

Jan 23, 2026
BUY
$56.33 - $59.22 $79,875 - $83,973
1,418 Added 90.72%
2,981 $173,000
Q3 2025

Oct 24, 2025
BUY
$53.81 - $57.52 $73,343 - $78,399
1,363 Added 681.5%
1,563 $89,000
Q2 2025

Jul 30, 2025
SELL
$45.88 - $54.4 $294,687 - $349,411
-6,423 Reduced 96.98%
200 $10,000
Q2 2025

Jul 24, 2025
BUY
$45.88 - $54.4 $299,275 - $354,851
6,523 Added 6523.0%
6,623 $342,000
Q2 2023

Jul 14, 2023
BUY
$44.13 - $48.37 $4,413 - $4,837
100 New
100 $4,000

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 Avion Wealth Portfolio

Follow Avion Wealth 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 Avion Wealth, based on Form 13F filings with the SEC.

News

Stay updated on Avion Wealth with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email