Coordinated Financial Services, Inc. J P Morgan ETF Tr Nasdaq Equit Transaction History

Coordinated Financial Services, Inc.

  • $156 Billion
  • Q3 2025

A detailed history of Coordinated Financial Services, Inc. transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Coordinated Financial Services, Inc. holds 15,373 shares of JEPQ stock, worth $888,866. This represents 0.57% of its overall portfolio holdings.

Number of Shares
15,373
Previous 17,617 12.74%
Holding current value
$888,866
Previous $958 Million 7.73%
% of portfolio
0.57%
Previous 0.66%

Shares

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

Oct 30, 2025
SELL
$53.81 - $57.52 $120,749 - $129,074
-2,244 Reduced 12.74%
15,373 $884 Million
Q2 2025

Jul 24, 2025
BUY
$45.88 - $54.4 $150,853 - $178,867
3,288 Added 22.95%
17,617 $958 Million
Q4 2024

Feb 07, 2025
BUY
$53.94 - $58.15 $772,906 - $833,231
14,329 New
14,329 $808 Million

Others Institutions Holding JEPQ

# of Institutions
917
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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