Bellevue Asset Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Bellevue Asset Management, LLC

  • $208 Million
  • Q4 2025

A detailed history of Bellevue Asset Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Bellevue Asset Management, LLC holds 36,691 shares of JEPQ stock, worth $2.12 Million. This represents 1.02% of its overall portfolio holdings.

Number of Shares
36,691
Previous 36,415 0.76%
Holding current value
$2.12 Million
Previous $2.09 Million 1.29%
% of portfolio
1.02%
Previous 1.01%

Shares

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

Jan 23, 2026
BUY
$56.33 - $59.22 $15,547 - $16,344
276 Added 0.76%
36,691 $2.12 Million
Q3 2025

Nov 04, 2025
SELL
$53.81 - $57.52 $167,133 - $178,657
-3,106 Reduced 7.86%
36,415 $2.09 Million
Q2 2025

Jul 23, 2025
SELL
$45.88 - $54.4 $2,982 - $3,536
-65 Reduced 0.16%
39,521 $2.15 Million
Q1 2025

Apr 28, 2025
SELL
$51.45 - $58.51 $12,605 - $14,334
-245 Reduced 0.62%
39,586 $2.05 Million
Q4 2024

Feb 06, 2025
BUY
$53.94 - $58.15 $29,397 - $31,691
545 Added 1.39%
39,831 $2.25 Million
Q3 2024

Oct 25, 2024
BUY
$49.7 - $56.11 $6,958 - $7,855
140 Added 0.36%
39,286 $2.16 Million
Q2 2024

Jul 31, 2024
BUY
$50.84 - $55.56 $16,472 - $18,001
324 Added 0.83%
39,146 $2.17 Million
Q1 2024

Apr 26, 2024
BUY
$49.02 - $54.29 $187,795 - $207,984
3,831 Added 10.95%
38,822 $2.11 Million
Q4 2023

Feb 06, 2024
BUY
$45.1 - $50.32 $1.53 Million - $1.71 Million
33,891 Added 3081.0%
34,991 $1.75 Million
Q4 2022

Jan 23, 2023
BUY
$40.31 - $44.62 $44,341 - $49,082
1,100 New
1,100 $0

Others Institutions Holding JEPQ

# of Institutions
923
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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