Colonial River Wealth Management, LLC J P Morgan ETF Tr Nasdaq Equit Transaction History

Colonial River Wealth Management, LLC

  • $246 Million
  • Q3 2025

A detailed history of Colonial River Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Colonial River Wealth Management, LLC holds 32,692 shares of JEPQ stock, worth $1.89 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
32,692
Previous 34,451 5.11%
Holding current value
$1.89 Million
Previous $1.87 Million 0.32%
% of portfolio
0.76%
Previous 0.87%

Shares

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

Nov 13, 2025
SELL
$53.81 - $57.52 $94,651 - $101,177
-1,759 Reduced 5.11%
32,692 $1.88 Million
Q2 2025

Jul 15, 2025
BUY
$45.88 - $54.4 $311,846 - $369,756
6,797 Added 24.58%
34,451 $1.87 Million
Q1 2025

Apr 24, 2025
BUY
$51.45 - $58.51 $1.42 Million - $1.62 Million
27,654 New
27,654 $1.43 Million

Others Institutions Holding JEPQ

# of Institutions
908
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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