A detailed history of Ci Private Wealth, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Ci Private Wealth, LLC holds 10,622 shares of JEPQ stock, worth $614,164. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,622
Previous 11,761 9.68%
Holding current value
$614,164
Previous $639,000 4.54%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 14, 2025

SELL
$53.81 - $57.52 $61,289 - $65,515
-1,139 Reduced 9.68%
10,622 $610,000
Q2 2025

Aug 15, 2025

BUY
$45.88 - $54.4 $121,398 - $143,942
2,646 Added 29.03%
11,761 $639,000
Q1 2025

May 14, 2025

BUY
$51.45 - $58.51 $95,233 - $108,302
1,851 Added 25.48%
9,115 $471,000
Q4 2024

Feb 10, 2025

BUY
$53.94 - $58.15 $391,820 - $422,401
7,264 New
7,264 $409,000

Others Institutions Holding JEPQ

About J P MORGAN ETF TR NASDAQ EQUIT


  • Ticker JEPQ
  • Sector ETFs
  • Industry ETFs
More about JEPQ
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