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

Cornerstone Wealth Management, LLC

  • $1.73 Billion
  • Q3 2025

A detailed history of Cornerstone Wealth Management, LLC transactions in J P Morgan ETF Tr Nasdaq Equit stock. As of the latest transaction made, Cornerstone Wealth Management, LLC holds 143,500 shares of JEPQ stock, worth $8.3 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
143,500
Previous 7,807 1738.09%
Holding current value
$8.3 Million
Previous $424,000 1846.7%
% of portfolio
0.48%
Previous 0.03%

Shares

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

Nov 03, 2025
BUY
$53.81 - $57.52 $7.3 Million - $7.81 Million
135,693 Added 1738.09%
143,500 $8.25 Million
Q2 2025

Aug 12, 2025
BUY
$45.88 - $54.4 $50,880 - $60,329
1,109 Added 16.56%
7,807 $424,000
Q1 2025

Apr 18, 2025
SELL
$51.45 - $58.51 $5,608 - $6,377
-109 Reduced 1.6%
6,698 $346,000
Q4 2024

Jan 17, 2025
BUY
$53.94 - $58.15 $146,069 - $157,470
2,708 Added 66.06%
6,807 $383,000
Q3 2024

Oct 16, 2024
BUY
$49.7 - $56.11 $203,720 - $229,994
4,099 New
4,099 $225,000

Others Institutions Holding JEPQ

# of Institutions
909
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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